Stock Transfer
How to Make a Stock Transfer
IMPORTANT NOTE:
Before you make a stock transfer, please contact the Office of Advancement so that we can properly identify, record, and acknowledge you as the donor. Your brokerage only provides our US Bank brokerage with the stock issue and number of shares being transferred. They are not permitted to provide us with your name or contact information.
Contact: Office of Advancement
Email: advancement@antiochcollege.edu
Phone: (937) 767-2341
Fax: (937) 319-6102
MAKING THE TRANSFER:
Your broker will need the following information:
Transfer stocks to: Depository Trust Company
Participant Account/DTC: 2803
FFC: 001051002601 ANTIOCH COLLEGE GIFT ACCOUNT
Agent Bank/Institutional ID: 26645
Bank Contact: Maricely Pagan (215) 761-9347
TAX BENEFITS:
Antioch College is a registered 501(c)(3) corporation eligible to receive tax-deductible
gifts under applicable IRS regulations.
A gift of appreciated stock is a very attractive way to give to Antioch College. Not only will you
support the College with your gift, you might also realize a substantial tax savings if you have owned
the stock for at least one year and a day, and the stock has appreciated in value.
A gift of stock is not considered completed until the stock shares arrive in the US Bank brokerage
account. The valuation of your stock gift will be determined by multiplying the number of shares by
the mean of the high and low prices of the stock on the date the College receives them.
Please contact us for instructions if you have physical possession of stock certificates and wish to
endorse and send them to Antioch College directly.
Please consult your tax advisor for questions regarding your own gift situation. Neither Antioch
College nor its employees can provide tax advice.