Gift of Securities Instructions

Giving securities is one of the most tax-efficient ways to give. Gifts of publicly traded securities bought over a year ago that have increased in value can be donated to Bridgewater College. The donor is entitled to a charitable deduction of the value of the securities. In addition to the tax deduction, donors avoid all capital gains taxes. This makes for a double tax savings!

Information for Electronic Stock Transfer to Bridgewater College

Account# 17846716
DTC# 0141
Tax ID# 54-0506306
Broker Address Wells Fargo Advisors
2011 Evelyn Byrd Ave.
Harrisonburg, VA 22801
Broker Telephone (540) 434-9926 | Angela Moats

Alternate Information for Electronic Stock Transfer to Bridgewater College

Account# 412-08388-1-0
DTC# 0057
Tax ID# 54-0506306
Broker Address Edward Jones Investments
121 A North Main Street
Bridgewater, VA 22812
Broker Telephone (540) 828-0756 | Bob Wheatley

Please contact our organization via mail, email, facsimile, or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Maureen C. Silva, Ph.D. at 540-828-5450. You are encouraged to leave a voice message or email message if no one answers. The facsimile number is 540-828-5480. If sending email, please use the Contact Us link on the left.

Thank you for your support of Bridgewater College.

The material presented in this website is not offered as legal or tax advice. Please consult your tax advisor about your specific situation.

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