Give Stock

The College of Wooster maintains a brokerage account at the Akron, Ohio, office of Robert W. Baird & Co. Securities may be transferred to this account electronically. Please provide the following information to your broker to initiate an electronic transfer: 

DTC #0547
FAO The College of Wooster, Account # 3850-1505

Robert W. Baird & Co
Kimberly Haws Falasco, Senior Vice President Private Financial Advisor
3875 Embassy Parkway, Suite 300
Akron OH 44333

Please contact Baird (toll-free 877-792-7868) for any questions regarding the above instructions.

 

Electronic Stock Transfer for Gift Annuities and Remainder Trusts

For stocks being designated for a Charitable Gift Annuity or Remainder Trusts, the College maintains an account at Charles Schwab & Co., Inc.. Please provide the following information to your broker to initiate an electronic transfer:

Code 40
DTC #0164

Charles Schwab & Co., Inc.
Attn: Transfer of Accounts
101 Montgomery Street
San Francisco, CA 94104
FBO: The College of Wooster
Acct #: 5586-7681

The College of Wooster is an educational institution, incorporated under the laws of the State of Ohio, which maintains its campus and faculty and carries on its educational operation at Wooster, Ohio. It is a tax-exempt, non-profit organization, which the Internal Revenue Service has determined to be a corporation operated exclusively for educational purposes as provided in Section 501(c)(3) of the Internal Revenue Code of 1954.

The College's federal tax identification number is 34-0714654.

Stock Certificate Transfer

Donors who wish to transfer stock that is held in certificate form should use the following procedure:

1. Obtain a stock power form from your broker or bank officer.

2. Sign the stock power exactly the same as your name appears on the stock certificate, and have the broker or bank officer guarantee your signature. This must be a "medallion signature guarantee." (A notarized signature does not qualify.)

3. Mail the stock power in a separate envelope to the following address.

4. Put the unsigned stock certificate with a letter designating the purpose of the gift in one envelope and mail to:

Development Office
The College of Wooster
1101 N Bever Street
Wooster OH 44691-2363

You may wish to send the certificate(s) via registered mail.

Note: Only one stock power form is required for transferring multiple stock certificates of the same company.

When the College receives the stock certificate(s) and the stock power, we will call the donor to advise that his or her gift is in hand. A receipt, indicating the exact dollar amount of the gift, will be sent in a few days.

For security reasons, we suggest that a stock power form be used to assign ownership and that the stock certificate(s) and the stock power be mailed in separate envelopes.

If you encounter any problems or need additional information, please call 330-263-2325.