Gift of Securities
Federal Tax Number: 23-1352354
College Account Number at Wells Fargo Securities: 5001-5081 Lebanon Valley
DTC Number: 0141
There are two easy ways to give securities to LVC:
1) The DTC Automated Stock Transfer System
To transfer stock using the automated system, you will need to give your broker the following information:
a. Depository Trust Company for credit to Wells Fargo Securities
b. Lebanon Valley College Account Number at Wells Fargo Securities
c. Depository for Settlement - Wells Fargo Securities
d. Complete "Special Instructions" with donor's name and date of transfer.
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Please call and tell us the name of the stock being transferred, the number of shares, and where it is being transferred from (e.g., Merrill Lynch-Manhattan), so we can alert Wells Fargo Securities prior to the transaction.
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2) Using Actual Stock Certificates:
a. Contact LVC to request a stock power form from Wells Fargo Securities.
b. Complete the stock power and send it via first class mail in a separate envelope with a copy of your note of instructions.
c. Send the certificate - DO NOT SIGN IT - unsigned and therefore not negotiable, in a separate envelope (we recommend using registered mail). Include a note with instructions (e.g. "These # shares are my Annual Fund gift.")
The certificate remains non-negotiable until it is joined with the stock power at the College. The date for establishing the gift-value of the stock is the postmarked date it passes from your control.
Once you have made your gift, please contact:
Christine Reeves
Financial Coordinator
E-Mail: reeves@lvc.edu
Phone: 717.867.6225 or 1.866.LVC.1866 (1.866.582.1866)
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