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When
securities are held by your broker or bank
- Prior
to initiating your gift, please call Yvette Edlow in
Barnard's Office of Planned Giving, at (212) 854-2001. Barnard
College needs advance notice of transfers in order to ensure that the College is prepared to receive the transfer and to acknowledge your gift properly
and in a timely manner.
- Notify
your broker that you want to make a gift of stocks or bonds
to Barnard and instruct your broker to transfer the securities,
if DTC-eligible, to Barnard's account with JPMorgan Chase
in New York. Your broker will need the following information:
JPMorgan Chase
DTC number: 0902
Credit to: Barnard College, Account: P26050
The tax identification number of Barnard College is 13-1628149.
Click
here for a sample Letter of Authorization to your
broker
When
securities are held by you and the physical certificates are
in your possession
- Send
the unendorsed stock certificate(s) or bond(s) either by
regular or registered mail, together with a letter stating
that you are making a gift of securities to Barnard and
the purpose of the gift, to the address below:
Barnard
College
Office of Planned Giving
3009 Broadway
New York, NY 10027-6598
Click
here for a sample Stock Certificate Transmittal Letter
- Under
separate cover, send a stock or bond power for each stock
certificate or bond to the same address. You may obtain
blank stock powers from your bank or broker, or you may
print out a blank stock power
form (you will need a free program, Adobe
Acrobat Reader, to open and print this form).
-
Except for your signature on the power (and a bank or
brokerage firm's signature guarantee), do not complete
the stock or bond power form.
- Please
enclose a copy of the stock certificate transmittal
letter with the signed power.
If you are planning to make a gift of stocks, bonds
or mutual funds, please contact Yvette Edlow in Barnard's
Office of Planned Giving.
Telephone
212-854-2001
Fax 212-854-7550
Email to plannedgiving@barnard.edu
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Write
to:
Barnard College
Office of Planned Giving
3009 Broadway
New York, NY 10027-6598 |
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