Stock Transfer Instructions

Please note that you must contact the Office of Philanthropy's Operations team prior to making a gift of securities to ensure receipt of your gift. Without advance notification, we cannot guarantee that Northern Trust will accept the transfer. Thank you for your cooperation.

The following information is required for the transfer of stock by the Depository Trust Company (DTC) to the University of Maryland Baltimore Foundation (c/o University System of Maryland Foundation), via your broker or bank.

Bank Information

University of Maryland Baltimore Foundation
Bank: Northern Trust
Trust Department
DTC Participant Number: 2669
Reference: 26-57648, University System of Maryland Foundation — Gift Account
Please ask your broker or bank to include their name in the transmittal and ensure that the following information is included in the transmittal from the broker to the Northern Trust Company:

Donor name:  ­­­­­­­­­­­­­­­­__________________________________________________________­­_

School/Division that the gift supports: ________________________________________

UMBF, Inc. fund name and/or account number: ________________________________

*Note that stocks received after 6:00 p.m. will be valued at the average high/low for the following business day.

Points of Contact

Carolyn Bayle
Director, Philanthropy Operations
Kathi Paradiso
Associate Director, Philanthropy Operations
UMBF, Inc.
220 N. Arch Street – 13th Floor
Baltimore, Maryland 21201