Carleton welcomes gifts of stock. To make a gift of stock that is currently held in a brokerage account, please do the following:
- Use the form below to notify Carleton of your plans so that when the shares are transferred, our Gift Accounting staff will recognize the source of the gift. This helps prevent “mystery” stock transfers and enables us to acknowledge your gift promptly and appropriately.
- Instruct your broker to transfer the shares to Carleton’s brokerage account. Your broker will probably require written authorization from you before transferring the stock. You or your broker may contact the Gift Accounting Office for stock delivery instructions at 800-758-9441 or firstname.lastname@example.org.
NOTE: You may also use our convenient online Stock Transfer Instructions form to generate a letter of instructions to print and sign for your broker. The letter will include Carleton’s brokerage account information needed to correctly transfer the stock to Carleton.
Notify Carleton of Your Stock Transfer Plans
This form notifies the Carleton College Gift Accounting staff of your intent to transfer a gift of stock. We appreciate this advance notice to help ensure that the gift is properly credited when it arrives.