{"id":6868,"date":"2021-03-25T12:42:02","date_gmt":"2021-03-25T16:42:02","guid":{"rendered":"http:\/\/earlhamcollege.wpengine.com\/?page_id=6868"},"modified":"2024-03-19T13:47:01","modified_gmt":"2024-03-19T17:47:01","slug":"stocks-and-securities","status":"publish","type":"page","link":"https:\/\/earlham.edu\/giving\/how-to-give\/stocks-and-securities\/","title":{"rendered":"Stocks and Securities"},"content":{"rendered":"\n
Gifts of stock are a wonderful way to support Earlham and provide you with both income and capital gains tax deductions.<\/p>\n\n\n\n
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.<\/p>\n\n\n\n
For tax purposes, the tax ID for Earlham and Earlham School of Religion is: 35-0868073.<\/p>\n\n\n\n
Please follow these instructions:<\/strong><\/p>\n\n\n\n If the certificates are in your possession, please contact our office for instructions on how to transfer them.<\/p>\n\n\n\n <\/p>\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\n
Fidelity in Indianapolis, IN: DTC #0226<\/strong>
Account Name: Earlham College<\/strong>
Account Number: Z49855685<\/strong>
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.
<\/li>\n\n\n\nDownloadable forms and information<\/h2><\/div>\n\n\n\n
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Need more information? <\/h2>\n\t\t\t\t\t