Gift of Securities
If you have owned securities for a long time, a charitable gift using these assets may be advantageous. You may be able to avoid or reduce capital gains tax while realizing a significant charitable contribution based on the current market value with an outright gift.
Federal Tax Number: 23-1352354
Broker Contact Information:
College Account Number at Wells Fargo Advisors, LLC:
Christina Harrell, Senior Registered Client Associate - Officer
Schneider Investment Group of Wells Fargo Advisors, LLC
919 Russell Drive
Lebanon, PA 17042
5001-5081 Lebanon Valley
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 Advisors, LLC
b. Lebanon Valley College Account Number at Wells Fargo Advisors, LLC
c. Depository for Settlement—Wells Fargo Advisors, LLC
d. Complete "Special Instructions" with donor's name and date of transfer.
|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 Advisors, LLC prior to the transaction.
If gifting original stock certificates, please contact Jo Lynn Brummer at Lebanon Valley College.
Once you have made your gift, please contact:
Jo Lynn Brummer
Advancement Database Coordinator
Phone: 717-867-6222 or 1-866-LVC-1866 (1-866-582-1866)