Donations of art, stocks, and securities are excellent ways of support the University.
A gift of art will allow the Oglethorpe Museum of Art to continue its mission of showing nationally and internationally recognized artists and exhibits. It also helps ensure that Oglethorpe is fulfilling its goal to provide a superior liberal arts education by truly hands-on experience of the arts.
Electronic Transfer of Stock
If your stock is held at a broker, notify your broker that you wish to make a gift of securities to Oglethorpe University.
Be sure to tell your broker:
- The name of the stock you want to transfer;
- The number of shares you want to transfer; and
- Any special designation you wish for the gift when it reaches Oglethorpe.
To complete the transfer, your broker will need:
- Official Name of the University: Oglethorpe University
- Tax ID: 58-0568698
- Receiving Brokerage Firm: SunTrust Investment Services, Inc.
- DTC: 0226
- Account Number: 04L-386626
Once you have authorized the transfer, ask your broker to contact April Castro at 404.364.8328 or firstname.lastname@example.org
You will receive an acknowledgment letter from Oglethorpe University notifying you of the gift value on the date it was received by the University.
If you hold the certificates in your own name, please mail the stock certificates without any endorsement or assignment to:
4484 Peachtree Road, N.E.
Atlanta, GA 30319
Send one signed stock power for each stock certificate (contact us for transfer form) in a separate envelope from the stock certificates.
Do not complete any other line on the stock power, except your signature, which must match the name on the front of the stock certificate. You need to have your signature on this stock power Medallion Guaranteed. This can be done by any bank or financial institution officer, or by a broker.
You will receive an acknowledgement letter from Oglethorpe University notifying you of the gift value on the date of the gift (the postmark on the envelope).
Bonds or Mutual Funds
Under IRS regulations, appreciated stock is valued for gift purposes at the mean of the high and low trading prices on the date of the gift. For mutual fund shares, the gift value is the last public redemption price or bid quoted on the date of the gift. For bonds, the gift value is the mean of the highest and lowest selling prices on the date of the gift.
For more information on the benefits of giving securities to Oglethorpe, please contact the Development Office at 404.364.8328.
Gifts of Art
To make a gift of art, please contact us.