Outright Gift of Stock
For outright gifts of publically traded stock please follow these instructions for making the transfer of shares to Claremont McKenna College. Please send an email to email@example.com or call us at (800) GIVE-2-CMC (800-448-3226) with any questions.
When the stock is held in street name:
- Ask the broker to transfer the appropriate number of shares to:
Morgan Stanley Smith Barney, 456 West Foothill Blvd., Claremont, CA 91711
DTC Free # 0015.
for the credit of Claremont McKenna College (Tax ID #95-1664-101)
account number 527-110721-054
- Please telephone ,FAX, or email us with the name of the stock, the number of shares you are donating, the date that the instructions were given to the broker, and your gift instructions (account, uses, etc.).
- We will issue a gift receipt for the mean price of the shares on the date the securities are received in our account.
When the stock is registered in your name:
- Copy the back of the certificate(s).
- Sign the copy of the certificate back only, leaving all other information blank.
- Mail the certificates to CMC in one envelope.
- Mail the signed copy of the certificate back to CMC in a separate envelope.
- Include your gift instructions (accounts, uses, etc.).
- We will issue a gift receipt for the mean price of the shares on the date that your letters were postmarked.