Stocks & Securities

Gifts of stock are a wonderful way to support Earlham and provide you with both income and capital gains tax deductions.

When making a gift of long-term appreciated stock and securities, be sure to transfer ownership of the securities to Earlham. Do not sell the stock or securities on your own. This protects you from the capital gains tax on any appreciation.

To make a gift of stock, please follow these instructions:

  1. Ask your broker to wire transfer your stock gift by DTC to the Earlham College account at Fidelity.

    Fidelity in Indianapolis, IN: DTC #0226
    Account Name: Earlham College
 
    Account Number: 
    Z49855685

    Our broker, Steve Tozer, can be reached at 800-343-2575 ext. 50555. Fidelity will contact our office when the transfer is completed. Your gift will be valued and acknowledged on the date that the stock arrived in our account.

  2. Due to privacy laws, many brokerage firms will not release the name of the donor who initiated the transfer. Therefore, in order to properly credit your donation, please contact April Warner, to inform us of the name of the stock as well as the number of shares and how you would like the gift to be used.

If the certificates are in your possession, please contact our office for instructions on how to transfer them.

Downloadable forms and information

For more information on stocks and securities...

Warner _april _1

April Warner
Director of Development Operations
(765) 983-1637
warneap@earlham.edu
Print Friendly and PDF

Earlham College, an independent, residential college, aspires to provide the highest-quality undergraduate education in the liberal arts, including the sciences, shaped by the distinctive perspectives of the Religious Society of Friends (Quakers).

Earlham College
801 National Road West
Richmond, Indiana
47374-4095
1-765-983-1200 — Main Switchboard
1-800-EARLHAM (327-5426) — Admissions