Florida Residents: We are registered as CH57700 in your state. A copy of the registration and financial information can be obtained through Florida's Division of Consumer Services 1-800-435-7352 (toll-free). This does not imply endorsement, approval or recommendation by the State.
Required Minimum Distribution (RMD)
Below are instructions to make an RMD contribution to the Upstate Foundation using cash, wire transfer or stock. Please note that a transfer from an RMD must come directly from the investment account to the Upstate Foundation.
It is helpful if the donor confirms the donation, and its purpose, so the Foundation office can document his/her intention in our records. This can be done via email to the Foundation staff member you are working with or to FDN@upstate.edu.
For year-end giving in particular, it is important to note that unlike other gifts, if an IRA account check is used, the date of gift is NOT established by the postmark of when check is mailed or received by the charity, but rather when the IRA administrator transfers funds AFTER the charity deposits the check.
Cash Gift
Your firm can simply mail a check payable to the Upstate Foundation.
The Upstate Foundation, Inc.
Attn: Operations Office
750 E. Adams Street
Syracuse, NY 13210
Wire Transfer Information
M&T Bank
725 Irving Avenue
Syracuse, NY 13210
M&T’s SWIFT is MANTUS33
ABA: 022000046
Account Name: The Upstate Foundation, Inc.
Account Number: 1500214429
Attn: Lisa Flynn 315-422-2121
DTC Delivery Instructions – Stock Donations
LPL Financial (M&T)
DTC#: 0075
For credit to account titled: The Upstate Foundation, Inc.
Account #: 39892953
For Referral: Patricia Wallaitis 716-651-4831, or
Dennis Kemble 716-651-4853
Upon request, a copy of the Upstate Foundation’s 501(c)3 letter can be provided, which your financial institution will need.
Questions? Please contact us by email FDN@upstate.edu or 315-464-4416.
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