The simplest way to make a gift of stock (or other negotiable securities) is to contact your broker and request that shares be transferred from your account to PHC’s account at Vanguard Brokerage Services. To execute an electronic stock transfer, please follow these steps:
1. Contact our Office of Development to let us know that you plan to make a stock gift. (Phone: (toll free) 1-888-338-1776; Fax: 540.441.8709; Email: firstname.lastname@example.org) 2. Provide us with your name, contact information, the name of the stock, and the number of shares you are donating. 3. Instruct your broker to transfer the stock electronically to PHC using our brokerage information below.
You have the option of the following brokerage services:
Patrick Henry College account number: 862206781
DTC Number: 0188
Vanguard Brokerage Services
Patrick Henry College account number: 86928443
DTC Number: 0062
If you prefer to donate securities held in physical form, please send the certificate to our address below, and we will forward it to Vanguard Brokerage Services. You may need to complete and sign the back of the certificate first.
Patrick Henry College
Office of Development
Ten Patrick Henry Circle
Purcellville, VA 20132
In most cases, the date on the confirmation of sale will coincide with the date that the shares were received by Patrick Henry College. However, there may be a delay, which is why we recommend that the market value should be determined in cooperation with your tax preparer for income tax purposes. Unless instructed otherwise, we will sell the shares as soon as they are received.
Patrick Henry College is a not-for-profit corporation created and authorized to operate under the laws of the Commonwealth of Virginia. Under Section 501(c)(3) of the Internal Revenue Code, the College is a qualified charitable institution and contributions to PHC are tax deductible to the full extent of the law.