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Office of Advancement
4200 54th Avenue South
St. Petersburg, FL 33711

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local: (727) 864-8222
fax: (727) 864-8423


Office of Advancement

Stock Transfers

Instructions for Charitable Gifts of Marketable Securities

Please follow these instructions carefully to ensure there is no delay in making your gift. The method of transfer depends on whether the security is (1) held in street name by a broker or (2) held or registered in the donor's name.

1. Security Is Held in Street Name by a Broker

  • Instruct the donor's broker to transfer the stock or bond to the following brokerage account with Charles Schwab (1-877-681-2200):

Charles Schwab & Co., Inc.
DTC Clearing #0164, Code 40
To Account Name: Eckerd College Trading
Account # 3054-7513
Eckerd College Tax ID # 59-0859121

  • Notify the College of the pending transfer using the contact information located at the bottom of this document.
  • Consult the donor's broker to confirm that the transfer will occur on the desired date. The gift is complete and valuation determined on the transfer date noted in the brokerage house records.

2. Security Is Held or Registered in the Donor's Name

  • Prepare two envelopes for registered or certified mail to the following address:

Eckerd College, Office of Advancement
4200 54th Avenue South
St. Petersburg, Florida 33711-4744

  • In the first envelope, include the unsigned certificate(s) along with a cover letter describing the purpose of the gift.
  • In the second envelope, include a stock or bond power that has been properly signed and guaranteed. The name(s) on this document must exactly match the name(s) on the certificate(s) in the first envelope.
  • Mail both envelopes using registered or certified mail. The gift is complete as of the postmark date.
  • Please notify the College of the gift at the phone number or email address below.

Questions or notice of a pending gift should be directed to Brett Pettigrew, Associate Director of Constituent Relations and Records, at 727-864-8681 or pettigbb@eckerd.edu.

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To make a credit card gift or let us know a check is coming, call us at 727-864-8222.

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