Transfer Gifts of Stock

Goucher accepts gifts of stock which may provide greater tax advantages than gifts of cash. Donors receive an income tax deduction equal to the fair-market value of stock as a charitable gift and may avoid capital gains tax. Here are three ways to transfer stock to Goucher. For more information please call Goucher.

Deliver Stocks by Hand
To hand-deliver stocks, endorse the back of the stock certificate(s) in our presence or sign a separate stock assignment form, or stock power.
If you cannot or do not wish to deliver the stock to us by hand at our offices, we will arrange a meeting with a development officer and you at your home.

Deliver Stocks by Mail
To send stocks by mail, send the stock certificate(s) and the signed power(s) in separate envelopes. We recommend that the stock certificate(s) be sent by registered or certified mail, return receipt requested.

Enclose a cover letter providing your name, address, and telephone number, along with any designated purpose for which the gift is being made. We will need a separate stock power form for each certificate of stock.

Be sure to sign the stock power(s) exactly as the name reads on the stock certificate. Do not fill in Goucher’s name on the stock power. A stock power form is available from Goucher or from your banker or broker.

Deliver Stocks Electronically
To transfer stocks electronically, first notify the college of your intention to transfer the stock by calling Gerri Brian in the Goucher College Development Office at 410-337-6079 or 800-619-7564.

Please provide the following information:

• Your name
• Designation of your gift (if applicable)
• Name and phone number of your broker/banker/financial advisor
• Name and address of firm initiating the transfer on your instruction

Click here to view further asset delivery instructions.

If you have any questions or would like additional information, please call:
Gerri Brian
Finance Coordinator
410-337-6079
Toll-free: 800-619-7564
Fax: 410-337-6123