Stock Transfer Intention Form

It's simple to make a gift of stock to Smith College!

We will receive basic information about your intentions, so we can lend any assistance and credit your gift when it arrives.

Steps:

  1. Fill this form out and we will contact you.
  2. Make sure you contact your broker to initiate the actual transfer.

Notes:

  • Our office can help you walk through the possibilities for gift designations.
  • For security reasons, we do not ask for your account number over the Internet.

Bolded items with an asterisk (*) are required fields.

Donor Information
Name*
Address 1*
Address 2
City*
State*
Postal Code
Country
E-Mail*
Home Phone*

Broker/Stock Information
Brokerage/Financial Institution Name*
Broker/Contact Name*
Broker/Contact Phone*
Broker/Contact E-mail
Broker/Contact Fax
Anticipated Transfer Date*
Stock Name*
Number of Shares*

Special Instructions to Broker

Gift Designation Information
   

 

Explore More Gift Options

Will or Trust >

You can plan a gift that will not affect your cash flow.

Appreciated Securities >

Take advantage of appreciated securities, avoid tax.

Life Insurance >

Make a significant gift, no matter the size of your estate.

Retirement Plan >

Donate double-taxed assets and leave more to family.

Real Estate >

Donate a valuable asset, receive powerful tax benefits.

Personal Property >

Donate personal property, receive signifcant tax benefits.

Donor-Advised Fund >

Make a gift from your DAF, or name us a beneficiary.

Contact Gift Planning

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Office of Gift Planning
Alumnae House
33 Elm Street
Northampton, MA 01063

The gift planning information presented on this Planned Giving website of Smith College is not offered as legal or tax advice.
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