Gifts of Stocks and Securities

Gifts of stock and securities may be deducted at fair market value on the date of the transfer to the College. Donors may enjoy substantial tax savings by transferring gifts of stock and securities to Earlham. Gifts of long-term appreciated assets (stock or securities owned for at least one year and one day) are particularly beneficial in terms of tax savings. In addition to receiving a charitable deduction for the full fair market value of such a gift, you completely avoid the capital gains tax and any sales commission that would be payable upon the sale of the stock or security.

When making a gift of long-term appreciated stock and securities, be sure to transfer ownership of the securities to Earlham. Do not sell the stock or securities on your own. This protects you from the capital gains tax on any appreciation.

Stock or securities are generally transferred to Earlham in one of two ways: electronically or by mail. Please be sure to notify Earlham of any stock transfers so that we know where the gift came from.

Thank you for considering such gifts to Earlham. Your continued interest and support are genuinely appreciated.

Legal Name: Earlham College

Federal Tax Exempt ID #: 35-0868073

(The Earlham School of Religion is a part of Earlham College and, therefore, uses the same number.)

Substantiation of gifts of securities may require keeping a written record of certain information and filing form 8283 with your annual tax return. If form 8283 is required in your particular situation, we will mail it to you.

Earlham College

Alumni & Development

Gifts of Stocks and Securities