stock gifts

How to Make a Stock Donation

A DTC transfer is the easiest way to make a gift of stock. Please notify Saratoga PLAN ( or 518-587-5554) of the transfer. Prior notification of your gift, including name, date, and amount, is critical to identifying your donation in a timely manner as donor information does not transmit though the DTC system. 

To initiate a gift, instruct your broker to transfer stock to:

Firm Name: NFS LLC
DTC #: 0226
Account Name: Saratoga PLAN
Account Number: K4K-130669