Marketable Securities

Gifts of appreciated long-term securities, including stocks, bonds, and mutual fund shares, may generate very favorable tax benefits for the donor. At the time the gift is made, the donor may receive a tax deduction for the fair market value of such securities if owned for more than 12 months.

To make a gift of securities, please contact Trinity's Accounting Office at (860) 297-5367. Also, please find below the DTC instructions to provide to your broker.

DTC Instructions
DTC #:  0443
Pershing LLC
Trinity Account #:  N7M001301
Account Name: Trustees of Trinity College
Contact:  Jorja Watts (412) 234-0439

IMPORTANT NOTE TO FINANCIAL INSTITUTION OR DONOR:

In order to credit the gift to the proper donor, please contact Trinity's Accounting Office (see information below) with the name of security, number of shares, and donor name when the gift is sent.  Thank you.

Trinity College contact information:

Accounting Office
Trinity College
300 Summit Street
Hartford, CT 06106-3100
Phone: (860) 297-5367
Fax: (860) 297-5203

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