Gifts of Stocks and Bonds

Your bank or broker may transfer stock to the Thomas Edison State University Foundation using the following:

TESU Brokerage Information
Bernstein Global Wealth Management
1345 Avenue of the Americas, New York, NY 10105

Bernstein Contact: Marc Penziner, 212-969-6655
Receiving Firm: Sanford C. Bernstein & Company
Bernstein-Operating Account #: 03974695 (Thomas Edison State University Foundation)
Institution’s Legal Name: Thomas Edison State University Foundation
Tax I.D. Number: 22-2117814
DTC Number: 0013
Incorporated in: Trenton, NJ

Your gift will be credited on the transfer date. In order to correctly identify, value and receipt your gift in a timely manner, you or your broker should advise Thomas Edison State University’s Advancement Office with the following information:

• Name of the donor
• Designation of the gift
• Statement that the stock is to benefit Thomas Edison State University Foundation
• Stock information, including stock name, symbol and number of shares
• Originating broker

To contribute via a mutual fund, you must first contact the TESU Foundation to request instructions and forms to transfer your shares into a Thomas Edison State University Foundation account.

Electronic distributions from IRA accounts or direct electronic account transfers must be made directly to the Thomas Edison State University Foundation from the IRA administrator. Checks made payable to the donor and endorsed to TESU Foundation will not be considered qualified.

For IRA funds that have been liquidated or electronic fund transfers, please contact the TESU Foundation to request instructions and forms to transfer your shares into a Thomas Edison State University Foundation account.

To contribute via an IRA rollover check, please contact your IRA plan administrator to initiate a direct transfer from your IRA account to Thomas Edison State University Foundation, sent to the mailing address below. You may request that your name and address as the donor of record be shared in connection with the transfer.

Checks may be sent to:

Thomas Edison State University Foundation
Office of Advancement
111 W. State St.
Trenton, NJ 08608

You may contribute to the Thomas Edison State University Foundation via a donor-advised fund using the following information:

Grants Are Made Payable To: Thomas Edison State University Foundation
Thomas Edison State University Foundation’s EIN: 22-2117814

Grants can be sent by check to:

Thomas Edison State University Foundation
Office of Advancement
111 W. State St.
Trenton, NJ 08608

Grants can be sent by wire or ACH. Please contact the Office of Advancement at advancement@tesu.edu for ACH electronic transfer instructions. We encourage you to specify the purpose of your grant by indicating the department, project or fund that you wish to support. For your information — per IRS regulations — grants from donor-advised funds cannot be used to fulfill personal charitable pledges or in situations in which you receive a benefit, such as purchasing event tickets.