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Appreciated Stocks/Securities

   

Donors who make their gift using appreciated securities, bonds, or mutual fund shares qualify for charitable tax deductions and avoid the long-term capital gains tax on the appreciated value of the asset.

How to Give a Gift of Appreciated Stocks/Securities


The following people are available to assist you in making a gift of stock and/or securities:


Stephen Badoo, Senior Accounting Analyst

Messiah College
One College Avenue, Box 3010
Mechanicsburg PA 17055
(717) 796-5074
SBadoo@messiah.edu


Craig McLean (Broker for Messiah College)

Smith Barney, Inc.
DTC # 0015 (for Morgan Stanley Smith Barney, Inc.)
Box 12057
Harrisburg, PA 17101
(717) 780-1770

 

Robert O. Brown, Senior Advisor for College Development and Principal Gifts
Messiah College
One College Avenue, Box 3013
Mechanicsburg PA 17055
(717) 796-5051 ext. 2260
BBrown@messiah.edu

 

There are several ways to make a gift of stock. The easiest is by electronic transfer. If you have stock held in an agency account, you may instruct your financial services advisor to electronically transfer the shares to Messiah College through our broker, Smith Barney, Account #724-07441-15-382. Our contact at Smith Barney is Craig McLean at (717) 780-1770. Please alert the College of your stock transfer so we may follow up on your gift. It is helpful for us to know the full name of the stock and the number of shares you intend to transfer.

The gift value is calculated on the average of the high and low price of the stock on the day of the transfer multiplied by the number of shares.

To donate stock held in your possession, you may sign a stock power and have the signature guaranteed. Any official bank can provide this service for you. Send or deliver your unendorsed certificate(s) and executed stock power(s) to your bank or broker for the account of Messiah College, and instruct the bank or broker to telephone the Controller’s Office at Messiah College (717) 691-6003 for instructions from Messiah regarding disposition. Please tell your bank or broker not to sell it prior to sending to Messiah.

 

Information you may need in completing your gift of stock:


Messiah College’s Federal Tax ID: 23-1352661
Messiah’s Smith Barney Account Number: 724-07441-15-382


 


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