Securities

Gifts of securities (stocks, bonds, and mutual funds) assist Chatfield in serving its mission to students. In addition, gifts of appreciated securities provide the donor with an income tax charitable deduction and capital gains tax savings.

There are several ways to transfer securities to Chatfield: electronic transfer, mail delivery, or hand delivery. It is strongly recommended that you notify the development office of each gift of stock by email, mail, or phone.


Electronic Transfer:

For instructions, contact Kelly Watson, Director of Development at kelly.watson@chatfield.edu or 513-875-3344, ext. 117.


Mail:

  • Send the unsigned certificates to the Office of Development by registered mail.
  • In a separate envelope, send a signed stock power to the Office of Development registered mail.
  • A stock power is available from your broker or bank.
  • Please do not mail endorsed certificates! Once the certificate is endorsed, it is legal tender and can be exchanged by anyone.

Hand Delivery:

Stock certificates must be given to a member of the Office of Development staff.


Kelly Watson, Director of Development
office: (513) 875-3344, ext. 117
Kelly.watson@chatfield.edu

Chatfield College is an educational institution and does not provide tax, legal, or financial advice. Any document or information shared by our staff is intended to be educational, including information on our website. Chatfield College strongly encourages all our benefactors to seek counsel from their own legal and financial advisors. Any information or documents shared by Chatfield College cannot be used to avoid tax-related penalties.

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