Stock donations:
If the shares are held at a securities firm or other brokerage account, instruct your broker to transfer the shares to the Neumann University Endowment Portfolio – Stock Donation Account:

SEI Private Trust Company
DTC Participant Number: 2039
Agent Internal Account Number: 11102-C
Interested Party A/C#: 210067-STK

Instruct your broker to enter identifying information (i.e., your name and address, phone number, account number, broker information) into the "Text Comment" field of the DTC screen.

Mutual Funds (not DTC eligible)
If you would like to transfer shares of mutual funds, please contact [Neumann University or SEI Representative] as those investments will require unique transfer instructions.

Cash Balances
Please contact Neumann University] prior to wiring funds or transferring funds via ACH. Please refer to the table below for specific instructions depending upon how you wish to send cash balances:

Via Wire
Wells Fargo Bank, NA
420 Montgomery St.
San Francisco, CA 94104
ABA #: 121000248
Account #: 2000003418367
Account Name: SEI Private Trust Company
FFC: #210067-STK/Neumann University

By ACH
Wells Fargo Bank
420 Montgomery St.
San Francisco, CA 94104
ABA #: 026012881
Account #: 2000003418367
Account Name: SEI Private Trust Company
FFC: #210067-STK/Neumann University