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.
Wire Transfer Instructions
The following are instructions you will need to transfer your securities via DTC to Mount Holyoke College.
DTC #0443
Pershing LLC
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.
Funding a charitable gift annuity or trust? Contact the Office of Gift Planning for separate wire transfer instructions: giftplanning@mtholyoke.edu or 413-538-2637.
If you would like to give mutual fund shares to Mount Holyoke, please contact Laurie Gherardi or 800-MHC-GIVE.
Please note that mutual fund gifts and gifts of physical stock certificates must be received by December 15, 2025 for 2025 tax credit.