Stock Gift Instructions

If you are making a stock gift and you hold the certificate, please do not endorse. Send it by registered mail, UPS, or FedEx to the college at:

Hampden-Sydney College
Office of Institutional Advancement
Attn: Jennie Porter
P.O. Box 637
Hampden-Sydney, VA 23943

By separate first class mail on a different day, please send a stock power signed exactly as your name(s) appears on the unendorsed certificate. Please do not fill the stock power out, just sign.

Stocks can also be electronically transferred by your broker to ours:

Carr Investment Group (Wells Fargo)
Account #3858-0900
DTC Clearing # 0141
400 North Main St.
Suffolk, VA 23434
Attention: R. Scott Carr ‘95
Phone: 877-880-5344

Davenport Co. Of Virginia
Account #4006-3005
DTC Clearing #
901 East Cary St.
Richmond, VA 23219
Attention: James F. “Whitey” Lipscomb ‘66
Phone: 804-780-2032

Scott & Stringfellow
Account #4003-1984-RR20
DTC Clearing #702
P.O. Box 1575
Richmond, VA 23218
Attention: Charles “Chuck” Wheeler IV ‘65
Phone: 800-552-7757

UBS Financial Services
Account #AP04925
DTC Clearing #0221
951 Byrd St., Suite 520
Richmond, VA 23219
Attention: Todd Compton
Phone: 800-650-1021

Wells Fargo Advisors 
Account #3264-0265
P.O. Box 13788
Roanoke, VA 24037  
Attention: Richard W. “Dick” Wertz ’60 
Phone: 800-343-8905 

Morgan Stanley Smith Barney
Account #42A-00528-1-9-005
DTC Clearing #0418
213 S. Jefferson, Suite 1600
Roanoke, VA 24011
Attention: Stephen Waskey ‘90
Phone: 877-449-4449

Please Note: When stock is transferred from one brokerage house to another, a key piece of information is often omitted: the name of the donor. If you plan to make a stock gift, please notify our office and your broker of your intent and tell us the name and number of shares of the stock you intend to give. This information will ensure that you receive proper credit for your gift in a timely manner. Thank you!

Lee King

(434) 223-7258

lking@hsc.edu

Lana Reinson 

(434) 223-6141

lreinson@hsc.edu

Jennie Porter

(434) 223-6136

jporter@hsc.edu

Development Office 

(800) 865-1776

 

Hampden-Sydney’s Tax ID # is 54-0505906

Thank you for your support of our organization.

 

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