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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Eastern Mennonite University.

Gift of Stock and Bonds
Stocks/Bonds
EMU
Charity image

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - Please provide your account manager with the following information to transfer stock or bonds from your brokerage or investment account to Eastern Mennonite University:

Wells Fargo Advisors
EMU Account Number: 2968-0750
Account Title: Eastern Mennonite University, Business Affairs
EIN: 54-0575812
Transfer Agent DTC Number: 0141
Wells Fargo Contact: Angela Moats
Wells Fargo Phones: 540-434-9926; 800-879-9926
Street Address: 2011 Evelyn Byrd Ave, Harrisonburg VA 22801
Mailing Address: PO Box 1187, Harrisonburg VA 22803

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

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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