Making a charitable gift of appreciated securities, which may allow you to avoid capital gains tax, is a particularly effective way to help the College provide a life-changing educational experience to Mills students. Mills is deeply grateful to you for providing the gift of education through your transfer of securities.
There are two ways to make a transfer of securities: electronic transfer and transfer of certificate. In either case, you may wish to keep in your records Mills College's federal tax ID number: 94-1156566.
Instructions for an electronic transfer
Step 1: Instruct your stockbroker to electronically transfer your gift of stock to our account at the Northern Trust Company:
The Northern Trust Company, DTC #2669 Mills College Gift Account #: 26-05667 Attn: Brian M. Villani, Vice President Phone: 312.444.7228 Fax: 312.557.2704
or one of the following brokerage firms, if your account is with them:
Morgan Stanley Smith Barney, DTC #0015 Mills College Account #: 106-014377-072 Attn: Jerry Estruth/David Gambelin Phone: 800.726.3232
Merrill Lynch, DTC # 5198 Mills College Account #: 29804083 Attn: Debbie White Phone: 510.549.4059
Step 2: Please make sure to notify the Mills College Office of Institutional Advancement, in writing, the following information:
- Number of shares
- Name of company
- Your broker's name and phone number
- Purpose of your gift
Please send your notification to:
Office of Institutional Advancement Mills College Attn: Director of Systems and Services 5000 MacArthur Boulevard Oakland CA 94613 or via fax 510.430.2301 or via email donors@mills.edu
Instructions for transferring a stock certificate
Step 1: Mail the certificate directly to the Mills College Office of Institutional Advancement at the above address. To keep the stock secure, do not sign the back of the certificate.
Step 2: Mail in a separate envelope a signed stock power.
Step 3: Notify our office in writing of the purpose of your gift.
Please see above for how to send us notification.
We recommend you do not change the name on the front of the certificate. Taking the time to have the name changed by the transfer agent delays your gift by over a month. This gives you less control over the price of the shares of your gift and the timing of your gift.
If you have any questions, please call 510.430.2097.
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