Make a Gift of Stock

A gift of stock, bonds or mutual funds provides even greater tax benefits to the donor than other gift vehicles. Giving 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 below or give us a call at 503-768-7939.
  • Name of the security
  • Number of shares
  • Purpose or designation of gift
  Please include:
• 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.