Forms, Transfers and Contact Information
Glossary
Forms
Irrevocable Stock or Bond Power (pdf file)
IRS Form 8283 (pdf file)
BNY Mellon Gift-with-income ACH Income Payments (pdf file)
Electronic Transfers
Electronic Funds Transfers - Cash
Electronic Funds Transfers - Stock
Electronic Funds Transfers - Gift-with-income Plans
Proper name of the University:
Clarkson University
Potsdam, New York
Federal Identification Number:
15-0543659
Mailing address for the Gift Planning Office:
Office of Gift Planning
Clarkson University
PO Box 5522
Woodstock Lodge
Potsdam, NY 13699-5522
Electronic contact information:
315-268-7778 (telephone)
1-877-928-4438 (toll-free)
315-268-7777 (fax)
sal@clarkson.edu (email)
Electronic Funds Transfers - Cash
Clarkson University accepts cash gifts by electronic transfer to its account at:
Key Bank
17 Elm Street
Potsdam, NY 13676
ABA #021300077
Beneficiary: Clarkson University
Clarkson's Taxpayer ID#: 15-0543659
Account #322270001397
Please notify Clarkson when initiating an electronic transfer, as your name is not included with the transfer. Contact the Office of Gift Planning 315-268-7778 (toll-free 1-877-928-4438) or email sal@clarkson.edu.
NOTE: The instructions for electronic transfers to Clarkson gift annuities, trusts and pooled fund are different than above, and require specific account information. Contact the Office of Gift Planning 315-268-7778 (toll-free 1-877-928-4438) or email sal@clarkson.edu for help.
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Electronic Funds Transfers - Stock
Clarkson University accepts stock gifts by electronic transfer to its account at:
Smith Barney
65 Market Street
Potsdam, NY 13676
Contact: James Theodore
Telephone 315-265-6300 or 800-722-0226
Clarkson's Taxpayer ID#: 15-0543659
DTC Participant #: 0418
Account #: 369-04275-17070
Please notify Clarkson when initiating a DTC transfer, as your name is not included with the transfer. Contact the Office of Gift Planning 315-268-7778 (toll-free 1-877-928-4438) or email sal@clarkson.edu.
NOTE: The instructions for electronic transfers to Clarkson gift annuities, trusts and pooled fund are different than above, and require specific account information. Contact the Office of Gift Planning 315-268-7778 (toll-free 1-877-928-4438) or email sal@clarkson.edu for help.
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Electronic Funds Transfers - Gift-with-income Plans
Clarkson University accepts gifts by electronic transfer to Clarkson gift annuities, trusts and the pooled fund at BNY Mellon through their Boston, MA offices. Because there is no holding account at Mellon and gifts must be transferred to one of numerous individual accounts depending on the type of gift plan, specific account information is required. Contact the Office of Gift Planning 315-268-7778 (toll-free 1-877-928-4438) or email sal@clarkson.edu for help.
Your name is not included when an electronic transfer is made. Please notify the Office of Gift Planning when you authorize a transfer.
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This web page does not provide legal or financial advice, nor is it a comprehensive review of the topic. You should consult your legal and financial advisors and Clarkson University before making or planning your gift.