Thank you for inquiring about transferring securities (stocks, bonds & marketable assets) to Bowdoin College. In order to appropriately credit and acknowledge your generosity, it is important that the Development Office is notified prior to every stock transfer. To receive the DTC transfer instructions, please complete and submit the following information. 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 firstname.lastname@example.org.
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.
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. To make such gifts, please contact Nancy Osher Blumberg at 207-725-3426.