Recurring Gifts - Benefits You and Hamilton

Recurring gifts enable you to provide consistent annual or monthly support for Hamilton by credit card. Your gift is divided into manageable increments, which allows you to maximize the impact of your giving to the College while avoiding a large, one-time expense. And once you've set up your gift, you won’t receive any more solicitations for the remainder of the year.

• You can establish a recurring gift with a contribution of as little as $5 per month. Monthly gifts can be made online.

• Monthly Giving may also allow you to make your yearly contribution at a leadership level because your gift is divided into manageable monthly increments. Please consider joining The 1812 Leadership Circle.

Monthly amounts may need to be adjusted during the first year if enrollment begins after July to ensure the desired giving level is achieved. The College's fiscal year is July 1 – June 30.

Questions? Please call 1-866-729-0315.

Matching Gift Program

Do you work for a matching gift company? Corporate matching gifts provide a wonderful opportunity to double, sometimes even triple, your contribution to Hamilton College. If you are not sure if your company will match your gift, click here to access the CASE (Council for Advancement and Support of Education) Matching Gifts Online Search to find out.

Stock Transfers

As with all gifts, you should consult your own tax advisors to confirm that it is advantageous for you to contribute appreciated securities.

If your broker (or bank) holds your shares, you may request that they be transferred directly to Hamilton via DTC (Depository Trust Company):

1. Provide your broker with Hamilton’s DTC information below and ask them to include your name in the wiring instructions:
   Merrill Lynch Account
   DTC: 5198
   Account Number: #814-04355
   Account Name: The Trustees of Hamilton College
   Broker: Margaret Woods (800-229-2985)
2. In order for Hamilton to promptly process and credit the gift to you, let Nikki Barbano, assistant director, annual giving and information technology, know the name of the stock, and the number of shares or approximate dollar amount you will be transferring (866-729-0315 or nbarbano@hamilton.edu).
3. The effective date of your gift will be the date the security is transferred into Hamilton’s account, and the value of your gift will be the average of the high and low quotations for that day.

If you hold your shares in certificate form:

1. Send the unendorsed certificate(s) by first-class mail to:
   Ms. Nikki Barbano
   Communications & Development
   Hamilton College
   198 College Hill Road
   Clinton, NY 13323
2. By separate first-class mail, send Nikki a stock power form signed exactly as your name appears on the security but left otherwise completely blank. Include a letter of instruction designating your gift to Hamilton.
3. The valuation date will be the postmark date on the certificate and the stock power form (whichever is postmarked last), and the value of your gift will be the average of the high and low quotations for that day.
4. If your gift is to be less than the total number of shares listed on the certificate, include your social security number so a new certificate for the remaining shares can be issued.

Special Giving Clubs

Hamilton is grateful for gifts of all amounts, and the unrestricted support of the Annual Fund is an essential part of our ability to provide the finest liberal arts education. Please consider a gift at one of our special gift club levels.