Gifts of appreciated securities are tax deductible at full fair-market value if the donor has owned the asset for at least one year. To avoid capital gains taxes, you must provide the securities themselves, not the proceeds of their sale. These gifts may be deducted at fair market value on the date of transfer to the College.
Questions? Contact Laurie Gherardi at 800-MHC-GIVE.
To fund new or existing Charitable Remainder Trusts (CRUTs) with securities, please contact Anne Vittoria at 413-538-2754 for instructions. These accounts have separate transfer instructions.
Wire Transfer Instructions
The following are instructions you will need to transfer your securities via DTC to Mount Holyoke College.
For Credit to Account #N7M001269
Client Account Name: Mount Holyoke College Gift Account
Please be sure to contact Mount Holyoke College when transferring securities so that we know to look for its arrival. Contacting your broker alone may not insure proper or timely gift crediting.
If you would like to give mutual fund shares to Mount Holyoke, please contact Laurie Gherardi or 800-MHC-GIVE.