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How to Make a Gift, Stock

Gift of Stock for a Planned Gift
If this gift of stock is for the purpose of funding a gift annuity, charitable trust or other planned gift please contact:

Office of Planned Giving
Phone: 888-311-4717 or 909-621-8095
Fax: 909-607-9350
E-mail: plannedgiving@cmc.edu
400 N. Claremont Blvd.
Claremont, CA 91711-4015


Outright Gift of Stock to the Annual Fund

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 development@claremontmckenna.edu or call Norene Black at (909) 607-3676 or (800) GIVE-2-CMC (800-448-3226) with any questions.

When the stock is held at your broker in street name:

  1. Ask the broker to transfer the appropriate number of shares to:

    Morgan Stanley Smith Barney
    456 West Foothill Boulevard
    Claremont, CA 91711
    DTC Free # 0015
    for the credit of Claremont McKenna College
    (Tax ID #95-1664-101)
    account number 527-110721-054

  2. Please telephone us at (909) 607-3676 or (800) GIVE-2-CMC, or FAX us at (909) 621-8443, 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.).

  3. We will issue a gift receipt for the mean price of the shares on the date they are received in the College's account.

When the stock is registered in your name:

  1. Copy the back of the certificate(s).

  2. Sign the copy of the certificate back only, leaving all other information blank.

  3. Mail the certificates to CMC in one envelope. Our mailing address is:

    Office of Development
    Claremont McKenna College
    400 North Claremont Boulevard
    Claremont, CA 91711-4015

  4. Mail the signed copy of the certificate back to CMC in a separate envelope.

  5. Include your gift instructions (accounts, uses, etc.).

  6. We will issue a gift receipt for the mean price of the shares on the date that your letters were postmarked.

For more information, contact:

Office of Development
400 North Claremont Boulevard
Claremont, CA 91711-4015
(800) Give-2-CMC (800-448-3226)
or (909) 607-3676
development@claremontmckenna.edu




Copyright © Claremont McKenna College, All rights reserved.

The information on this site is not intended as legal, tax or investment advice.
For such advice, please consult an attorney, tax professional or investment professional.


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