Ways to Give

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: 8862
   Account Number: #814-04355
   Account Name: The Trustees of Hamilton College
   Broker: Claudine Zigmund (860-728-3984)
2. In order for Hamilton to promptly process and credit the gift to you, let Yvonne Brady know the name of the stock, and the number of shares or approximate dollar amount you will be transferring (315-859-4652 or ybrady@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:
   Yvonne Brady
   Communications and Development
   Hamilton College
   198 College Hill Road
   Clinton, NY 13323
2. By separate first-class mail, send Yvonne Brady 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.