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:

Christina Harrell, Sr. Registered Client Associate
Pleet Investment Group
Wells Fargo Advisors
919 Russell Drive
Lebanon, PA 17042

Phone: 717-228-5824
Toll-Free: 1-866-344-3882
Fax: 717-270-5312
Email: christina.harrell@wfadvisors.com

College Account Number at Wells Fargo Securities: 5001-5081 Lebanon Valley
DTC Number: 0141

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.

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.


If gifting original stock certificates, please contact Melodie Hoff at Lebanon Valley College.

Once you have made your gift, please contact:
    Melodie Hoff
    Development Financial Coordinator
    Email: hoff@lvc.edu
    Phone: 717-867-6221 or 1-866-LVC-1866 (1-866-582-1866)