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Support
Thomas Aquinas College
in a Meaningful Way

With gift planning, you can provide long-lasting support for our organization while enjoying financial benefits for yourself.

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Giving Home > What to Give > Gifts of Stocks and Bonds > Stock Transfer Notification Form

Stock Transfer Notification Form

Thank you for your gift of stock in support of Thomas Aquinas College. Please complete this notification form to ensure accurate tax receipting. You will be required to initiate the transfer with your broker and complete any necessary forms with your financial institution.

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Personal Information

How Would You Like Your Gift to Impact?

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For gifts of stock:

For gifts of mutual fund:

Please contact us for more information on a transfer of mutual funds. We will do our best to assist you with instructions for this gift.

Organization's Information

Instructions for transfers 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.

Please note: This notification form is not a receipt for your charitable donation. We will send you an acknowledgement after we have received your gift. The value of a charitable gift of stock is determined by the average 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. The date of the gift is the date the charitable organization receives the asset. Consult your broker for more information on the timing of the transfer.