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Gifts of Stocks and Bonds

A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to Citadel Foundation. Here are some of the potential benefits:

  • Avoid paying capital gains tax.
  • Receive a charitable income tax deduction.
  • Enjoy possible increased income.
  • Further our mission today!

Stock Transfer Procedures

Thank you for considering a gift of stock to The Citadel Foundation. We truly appreciate your generous support, which better equips The Citadel to achieve excellence in the education of principled leaders.

The Citadel Foundation uses a local branch of Wells Fargo Securities to handle all transfers of stock gifts. Our contact at Wells Fargo is Will Murphy. Please share this information with your broker.

  • The transfer is a "free delivery of shares."
  • The account number for gifts designated for The Citadel Foundation is: 1380-0010.
  • The DTC number for Wells Fargo is 0141.
  • Please include name and phone number of the donor when making the transfer.
  • If your broker has any questions, please have him or her contact Will Murphy at 866.556.1525 or 864.467.2580.
Important: Please notify Blythe Manuel, Gift Processing Coordinator, by e-mail to blythe.manuel@citadel.edu once you have ordered the stock transfer. When properly notified, we will be able to monitor the account to make sure the transfer is completed correctly, in a timely manner, and designated in accordance with your wishes.

Send us your gift by mail

If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use certified mail.

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