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If you have owned long-term appreciated securities — such as stocks, bonds, mutual funds, or real estate — for more than a year it may be advantageous to donate them directly to Landmark College, rather than to contribute cash.
A.
If your broker (or bank) holds the stock shares or mutual fund shares, you may request that they be transferred via DTC to:
Vanguard Brokerage Services
c/o Pershing LLC
DTC #0443
account # A4V970761
- Once the shares are sent to Vanguard, please contact Mark Higgins, Landmark College Controller or Carol Nardino, Institutional Advancement Operations, to alert Landmark of the pending gift.
Mark Higgins, Controller
802-387-1678
mhiggins@landmark.edu
Carol Nardino, Institutional Advancement Operations
802-387-6734
cnardino@landmark.edu
B. If you hold stock in certificate form:
1. By certified mail, return receipt requested, send unendorsed certificate to:
Mark Higgins, Controller
P. O. Box 820
Putney, VT 05346
2. In a separate first class envelope, send to the same address a stock power form (PDF) for each certificate, signed exactly as your name appears on the security but otherwise
left completely blank.
3. Include a signed letter of instruction specifying the number of shares being transferred and the gift designation. For example, "100 shares of XYZ Corporation to Landmark College Annual Fund." If your gift is to be for less than the total number of shares listed on the certificate, include your social security number so a new certificate with the remaining shares can be issued.
4. The value of your gift will be the average of the high and the low quotations using the
later of the postmarked date from the stock certificate of the stock power form.
Thank you for your generous gift to Landmark College
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