{"id":190,"date":"2012-07-23T10:40:25","date_gmt":"2012-07-23T14:40:25","guid":{"rendered":"http:\/\/www.kzoo.edu\/wp-giving\/?page_id=190"},"modified":"2025-03-05T12:01:54","modified_gmt":"2025-03-05T17:01:54","slug":"securities","status":"publish","type":"page","link":"https:\/\/www.kzoo.edu\/giving\/ways-to-give\/securities\/","title":{"rendered":"How to Give Securities"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Why is Giving Securities Beneficial for Me?<\/h2>\n\n\n\n<p>Transferring appreciated publicly traded securities to Kalamazoo College allows you to avoid capital gains taxes and receive a tax deduction for your gift. Your gift will be valued by using the mean of the high and low of the stock on the day that it passes to the College\u2019s control.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Securities Procedure<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Stock Transfer<\/h3>\n\n\n\n<p>Before a <strong>transfer of stock<\/strong> is made, connect with Tim Baker via email at <a href=\"mailto:tbaker@kzoo.edu\">tbaker@kzoo.edu<\/a> or by calling 269.337.5729. By doing so we can monitor and confirm that our account received the expected transfer. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Required Information<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your Name<\/li>\n\n\n\n<li>Name of Stock<\/li>\n\n\n\n<li>Number of Shares<\/li>\n\n\n\n<li>Expected Date of Transfer<\/li>\n\n\n\n<li>Gift Designation<\/li>\n\n\n\n<li>Broker Name<\/li>\n\n\n\n<li>Broker Phone Number<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Depository Trust Company (DTC) Instructions <\/h4>\n\n\n\n<p class=\"hide\">If you are looking to transfer stock to our broker, Oppenheimer &amp; Co. please follow the DTC instructions below:<\/p>\n\n\n\n<p>The DTC instructions for Kalamazoo College for transfer of stock to our broker, Oppenheimer &amp; Co. are as follows:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>DTC# 0571<\/li>\n\n\n\n<li>Oppenheimer &amp; Co.<\/li>\n\n\n\n<li>Account # A27-4913001<\/li>\n\n\n\n<li>Account Name: Kalamazoo College<\/li>\n\n\n\n<li>Contact: Debra Kalleward<\/li>\n\n\n\n<li>Phone: 269.381.4800<\/li>\n\n\n\n<li>Kalamazoo College Federal Tax ID #38-1358014<\/li>\n\n\n\n<li>Reference: (name of donor)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Mutual Fund Shares<\/h3>\n\n\n\n<p>To <strong>transfer mutual fund shares<\/strong> to the College, please connect with Tim Baker via email at <a href=\"mailto:tbaker@kzoo.edu\">tbaker@kzoo.edu<\/a> or by calling 269.337.5729 and provide the mutual fund name. Please note that certain mutual funds are not transferable to our Oppenheimer account and we may need to make special accommodations for your gift.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"fas fa-solid fa-circle-user\" style=\"font-size:inherit; color:inherit\"> <\/span> Point of Contact<\/h2>\n\n\n\n<p>If you have any questions or would like to make an alternate type of stock gift please contact Tim Baker, Director of Advancement Services, at <a href=\"mailto:tbaker@kzoo.edu\">tbaker@kzoo.edu<\/a> or 269.337.5729.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Why is Giving Securities Beneficial for Me? Transferring appreciated publicly traded securities to Kalamazoo College allows you to avoid capital gains taxes and receive a tax deduction for your gift. Your gift will be valued by using the mean of the high and low of the stock on the day that it passes to the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":15830,"menu_order":5,"comment_status":"closed","ping_status":"open","template":"","meta":{"footnotes":""},"class_list":["post-190","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>How to Give Securities - Giving to K<\/title>\r\n<meta name=\"description\" content=\"Why is Giving Securities Beneficial for Me? 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