Gifts of Stock

Gifts of appreciated securities typically carry benefits not associated with gifts made by check, cash, or credit card:

  • You avoid capital gains tax. Any gain is taxable if you sell stock or mutual fund shares yourself, but not if you transfer ownership to Bowdoin.
  • Your charitable deduction for federal income tax purposes is based on the full fair market value of the shares on the date the gift is made.
  • You receive credit from Bowdoin for the full fair market value of the shares, but the cost to you is only your original purchase price.

If you are considering a gift of physical stock certificates, direct registration shares, closely-held stock, stocks held on a foreign exchange, or mutual funds, the usual methods of giving stock do not apply. Please contact Julia White at 207-725-3246.

DTC Instructions for Transferring Securities (stocks, bonds & marketable assets):

Broker: J.P. Morgan Chase Bank
Account Reps: Monica Eberle / Patrick Linder
PH: (877) 876-7861 / (302) 634-3942
EMAIL: pb.service7861@jpmorgan.com

DTC Number: 0902
FFC to Account #: P72500
Bowdoin Account #: M47003005
Account Name: BOWDOIN COLLEGE - STOCK GIFT
Bowdoin College Tax I.D. # 01-0215213

Notes: When transferring stock to Bowdoin College, please request your broker attach a trailer to the transaction stating your name.

Download the stock transfer instructions here.

Please complete and submit the form below so that we are able to attribute your stock gift to you. Required fields are marked with an asterisk (*).  If you have any questions, please contact the Development Office at 207-725-3094 or via email at stockgift@bowdoin.edu.

Please note that the effective date of your gift is the date the transfer is received in Bowdoin’s account. Since this form is for notification purposes only, you will need to authorize your broker to transfer the securities to Bowdoin.

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