Select Page

Stock Transfer

How to Make a Stock Transfer

IMPORTANT NOTE: Before you make a stock transfer, please contact Vanessa Cubano in 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: Vanessa Cubano
Phone: 937.319.6227
Fax: 937.319.6102

Transfer Instructions

Your broker will need the following information:

Transfer stocks to: Depository Trust Company
Participant Account/DTC: 2803
Agent Bank/Institutional ID: 26645
Bank Contact: Maricely Pagan (215) 761-9347

Normally a broker will provide US Bank only with the stock issue and number of shares being transferred; the donors name typically is not provided. To ensure that the college can match your intention to make a gift via stock transfer, please contact Vanessa McNeal in the Office of Advancement at the time you are making a stock transfer.

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.

Thank You for Making a Gift of Stock!