Giving appreciated securities or mutual funds

You may enjoy substantial tax savings by transferring gifts of appreciated securities or mutual funds to Connecticut College. Gifts of long-term appreciated assets (securities owned for at least one year and one day) may be particularly beneficial in terms of tax savings. Note that it may take as long as three weeks for a gift of mutual funds to be transferred, so please plan accordingly.

Delivery Instructions


DTC Eligible Securities

Pershing, LLC
For credit to account #N7M100038
Client account name: Connecticut College

Fed Eligible Securities

ABA# 021-000-018
Bank of NY/Pershing
For credit to account #N7M100038
Client account name: Connecticut College

Important: Please notify Advancement Services prior to initiating security transfers. Please share the name of the donor, the name and amount of the securities being transferred, and the designation at the College where the gift will be directed.

Connecticut College Office of Advancement
Susan Daniells '01, Director of Leadership and Annual Giving
Phone (860) 439-5395 or 1-800-888-7549, ext. 5395 or

To receive directions for gifting mutual funds or physical securities, please phone our BNY Mellon contact: Jorja Watts for individual instructions.  Phone: 412-234-0439; Fax 412-236-4929

Donor Privacy

Connecticut College places the highest priority on protecting the privacy of our donors and holds all donor information in strict confidence. The College does not sell or trade a donor's personal information to any other entity.