• Giving
• How Your Giving Helps
• Annual Fund
• What May Be Given
• Structuring Your Gift
• Contact Us

Electronic transfer of publicly traded stock is the most secure and timely delivery method.  This method of transfer requires that your bank or broker have the following information:
    

Custodian:	Smith Barney
DTC number:	0418
Account name:	Baldwin-Wallace College
Account number:	16A-90239-1-2-142
Tax identification number:	34-0714629
Contact person:	Debbie Marks at (440) 617-2046

Physical certificate delivered by you to B-W requires your signature on a Stock/Bond Power* and a letter of authorization in the presence of a Signature Guarantee  representative.

Physical certificate mailed by you must not be signed on the back and must be mailed alone in one envelope.  The corresponding stock power must also be mailed, but in a separate envelope. Both envelopes should be sent via registered mail.  The Stock Power must be signed by all certificate owners and Signature Guaranteed   by an appropriate representative.  A Stock/Bond power* is provided for your convenience. 

You may also gift a partial number of shares from one physical certificate.  You will need to provide a letter of instruction to your bank/broker, stating the number of shares to be donated to B-W, plus your wishes for the remainder shares.  Please include the original certificate with your written request.

Re-registration of a physical certificate is another way to donate securities to B-W.  You must instruct the corporate transfer agent to re-register the certificate in the name of Baldwin-Wallace College.  Please be aware that this process is lengthy and may delay your gift date.    

Bonds are handled in the same fashion as stocks.  

A gift of Mutual Fund shares requires that you contact B-W first, to allow us to open an account in the college's name to facilitate the internal transfer within the fund.  The next step for you, as the donor, is to request and complete a form provided by the Fund, where you instruct the Fund's transfer agent to transfer all or "x" shares to the new account in B-W's name. You will need to have your signature guaranteed.      

With all of the options above, please notify B-W of your gift intention:

---

E-mail this page 

---