Securities Form
for Outright Gifts to Williams College
Thank you for your interest in giving securities to Williams.
This online form serves as notification to the College of your intention to make a gift.
These instructions are used exclusively for the transfer of U.S. stock, mutual fund and bond gifts to Williams College. To transfer foreign stocks, physical certificates, or any other gifts that may require special instructions, please contact the Controller's Office at (413) 597-4118.
1. Provide the following details to your broker:
DTC #: 0443
Receiving Institution: Pershing LLC
Account Title/Registration: The President & Trustees of Williams College
(This is the legal name of Williams College and the Account Title that must be used to ensure delivery.)
Account #: N7M100020
Tax Identification #: 04-2104847
2. Use this online form to provide the following information to Williams College:
Name of donor with class year, if applicable
Name of the security
Number of shares
Gift Allocation
Broker/Banker information
Form Instructions
1. Complete this form online.
2. Notify your Broker/Banker of your intention to transfer securities to Williams.
3. Click Submit Your Gift to send the information to Williams.
Important: Filling out this form does not initiate the gift. The gift occurs when your broker or bank notifies Pershing and transfers the securities.
Williams takes information privacy and security seriously. Any information you provide will be encrypted in transit and will only be used for the stated purpose.
This form is hosted by formstack.com.
