Securities

Procedures for Giving Securities to Hobart and William Smith Colleges

These instructions are used exclusively for the transfer of U.S. stock and bond gifts to Hobart and William Smith Colleges. To transfer mutual funds, foreign stocks, physical certificates, or any other gifts that may require special instructions*, please contact Wendy Barnhart at (315) 781-3725.

1. Let your investment representative know you wish to make a gift of stock to Hobart and William Smith Colleges.  Give them the following information about the Colleges’ account:

  • Broker: Edward D. Jones & Co.
  • Account Name: FBO – Hobart & William Smith College
  • Account #: 621-03058-1-6
  • DTC#: 0057
  • Contact: Holly Fowler (315-781-1157 or 800-810-1250)

2. Call Wendy Barnhart, Assistant Director of Advancement Services, at (315) 781-3725 or toll free at 877-HWS-GIFT (877-497-4438).  Please give her the following information:

  • The name(s) of the securities you wish to give
  • Approximate number of shares (or approximate value)
  • Designation of gift
  • And the name, address, and phone number of your broker, or investment representative

Upon receipt, the Colleges will send you an acknowledgement letter indicating the date of your gift as well as the value we assigned to your gift, computed by taking the mean of the high and low prices of the stock on the date of transfer.  Please consult with your tax advisor regarding the value of your gift for income tax deduction purposes.

 

*Please note: mutual funds, foreign stocks, physical certificates, or gifts through “gift” or other accounts may result in processing delays.

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If you have any questions about giving to the Colleges, or to give to a special designation, please contact Wendy Barnhart at (315) 781-3725 or barnhart@hws.edu

Preparing Students to Lead Lives of Consequence.