Winthrop University Foundation
Stock Transfer Instructions
302 Tillman Hall
Rock Hill, SC 29733
Phone: 803/323-2229
Fax: 803/323-4550
To:
From:
Fax:
Date:
Phone:
Pages:
Re: How to make a stock/wire gift
CC:
Urgent
For Review
Please Comment
Please Reply
Please Recycle
Comments: Thank you for contacting us regarding a stock gift. Our money managers are Carroll Financial Associates, Inc. Larry
W. Carroll is our relationship manager; Marianne Potter is the administrative support. The address is Carroll Financial Associates,
Inc., 4201 Congress Street, Suite 210, Charlotte, NC 28209. Their telephone number is 704-553-8006.
DTC ELIGIBLE SECURITIES – STOCKS
DTC Number:
0443
Firm:
Pershing, LLC
One Pershing Plaza
Jersey City, NJ 07399
Receiving Account Number: PT2-001865
FAO:
Winthrop University Foundation
206 Tillman Hall
Rock Hill, SC 29733-0001
Reference: Winthrop University Foundation; Account #PT2-001865
INCOMING WIRE INSTRUCTIONS
ABA #021 000 018
The Bank of New York
Pershing LLC A/C #890-051238-5
FFC Cust A/C# PT2-001865
Reference: Winthrop University Foundation; Account # PT2-001865
Please notify us via fax @803/323-4550, mail, or e-mail: embryr@winthrop.edu of the value of securities given.