Front Page Support L&C Stock Donation Form
 



Make a Gift of Stock

A gift of stock, bonds or mutual funds provide even greater tax benefits to the donor than other gift vehicles. A gift of securities is a simple and gratifying experience.

How to Make Gifts of Securities (Stocks, Bonds, and Mutual Funds)

  • Please let us know by by using our online form or give us a call at 503-768-7939.

      Please include:

      • Name of the security
      • Number of shares
      • Purpose or designation of gift

  • If your gift is to support the Annual Fund or is unrestricted (not the Endowment Fund), please contact:

      UBS Financial Services
      DTC No. 0221
      Lewis & Clark College Trading Account
      Account No. LL22266
      L&C Tax ID No. 93-0386858

      Deborah Weeks, Phone: 503-226-1899 or 800-245-0900; Fax: 503-225-0553

  • If your gift is for the Endowment Fund, please contact:

      Bank of America, N.A.
      DTC No. 0955
      Lewis & Clark College Endowment Liquidation Account
      Account No. 79161005844980
      L&C Tax ID No. 93-0386858

      Michelle Quimiro, Phone: 503-228-2300, Fax: 503-228-1724

Thank you for choosing to support Lewis & Clark College. Please provide us with the following information in addition to giving your broker the transfer information listed above.

Donor Information

Name
Class Year
School Affiliation
Spouse's Name
Spouse's Class Year
Spouse's School Affiliation

Gift Information

Stock Name
Stock Ticker Symbol
Number of Shares
Date of Transfer
Name of Broker Making Transfer

Gift Designation

Please check all that apply. If more than one is checked, please include instructions for how your gift should be distributed. Otherwise, your gift will be distributed evenly among the funds you have selected.

College of Arts and Sciences: Unrestricted
College of Arts and Sciences: Scholarships
College of Arts and Sciences: Pioneer Athletics
College of Arts and Sciences: Watzek Library
Graduate School: Unrestricted
Graduate School: Diverse Students Scholarship
Graduate School: Jim Wallace Scholarship
Graduate School: Kurkinen Scholarship
Law School: Unrestricted
Law School: General Scholarship Fund
Law School: Evening Program
Law School: Minority Scholarship Fund
Other, please specify
Special Instructions