Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Walsh.
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Walsh.
TO MAKE A GIFT OF SECURITIES
BROKER DELIVERY INSTRUCTIONS:
(DTC eligible securities only, for all other types of securities contact Mark Rogers — 800-819-0949)
Account Number: 310-072634
Account Name: The Walsh College Foundation
Donor should fax name, address, phone number, name of security, quantity, delivering firm and the firm's contact info to Morgan Stanley — 248-462-7674 - Attn: Mark Rogers.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.