Stocks and 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.

For tax purposes, the tax ID for Earlham and Earlham School of Religion is: 35-0868073.

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
   
   Fidelity can be reached at 800-343-2575. 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 Melissa Tan, 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.

• Instructions for gifting stock to Earlham College
• Certificate release request form
• Irrevocable stock power form