Instructions for Transferring Stock to 鲸鱼传媒
鲸鱼传媒 gratefully accepts stock transfers as a way for alumni and friends to support the College鈥檚 mission.
Charles Schwab & Co.
DTC: 0164
Account: 9195-2978
Note: when transferring stock via a broker鈥檚 website or in paperwork, please remember to check the box that says, 鈥淩elease my information鈥 so that the broker can share the gift details with the College.
In accordance with IRS regulations, 鲸鱼传媒 values a gift of securities based on the mean value of the securities on the date they are received into the College鈥檚 account. We will promptly send you a receipt stating the number of shares and the date on which they are officially received.
If you or your broker need additional information or assistance, please contact Jessica Gill at gilljm@westminster.edu. We鈥檒l be happy to assist you in the process.
鲸鱼传媒 is an educational institution and does not provide tax, legal, or financial advice. We strongly encourage donors to seek counsel from their own legal and financial advisors.