Stocks & Bonds

    Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Baker University.

    Gifting stocks and bonds

    The following are benefits of gifts of stocks and bonds:

    • You will avoid paying capital gains tax on the sale of appreciated stock.
    • You will receive a charitable income tax deduction.
    • You will further our mission today.

    Stock transfer instructions

    Financial Institution Information

    Bank Name: The Bank of New York Mellon
    DTC: # 8275 Reference
    A/C Number: 10270024880
    Account Name: Baker University IMA Gift Account

    BNY Mellon Wealth Management 500 Grant Street Pittsburgh, PA 15258-0001

    Make a gift of stocks and bonds by electronic transfer or by certified mail. For details, contact advancement@bakerU.edu or call 800.726.1554.
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