Gift(s) of Securities

Year-End Giving Notice

To ensure your gift of securities is processed and receipted for the 2025 tax year, please note the recommended timelines below:

• Publicly traded (DTC-eligible) stocks: Initiate your transfer no later than Friday, Dec.19, 2025. Electronic transfers typically settle within a few business days, but year-end market closures may cause delays.
  
  
• Mutual funds and physical stock certificates: Initiate transfers by Monday, Dec. 15, 2025, to allow sufficient processing time before year-end.

Spelman College will be closed from Monday, Dec. 22, 2025, through Sunday, Jan. 4, 2026. Gifts initiated during this period will be processed once offices reopen. If you plan to make a year-end gift of securities, please notify our Institutional Advancement team once the transfer has been initiated so we can properly identify and acknowledge your gift.

Delivery Instructions

Please provide your broker with the following instructions based on the type of security being transferred. To ensure proper acknowledgment of your gift, please ensure that your delivering broker includes your name on all transfers. Additionally, please share the gift details and designation directly with your relationship manager in the Division of Institutional Advancement or complete and submit the Securities Information Form with Sections I and II filled out.

Important Dates

• Monday, Dec. 15: Recommended initiation date for mutual fund and physical certificate gifts
• Monday, Dec. 19: Recommended initiation date for DTC/electronic stock transfers
• Monday, Dec. 22 – Sunday, Jan. 4: Spelman College offices closed
  Wednesday, Dec. 24 and 25 / Thursday, Jan. 1: Market early close/holidays (U.S. exchanges closed)

For assistance, contact: Institutional Advancement at giving@spelman.edu.

Nelson Thomas, AVP for Advancement Operations
Spelman College, Division of Institutional Advancement
350 Spelman Lane SW, Box 1551, Atlanta, GA 30314-4399
Office: 404-270-5126 | Fax: 404-270-5050 | nelson.thomas@spelman.edu 

Thank you for helping us accurately process and acknowledge your generous gift.

Giving Securities Form

Stocks
DTC Eligible Securities (Common and Preferred Stock)
DTC# 0443 Pershing, LLC For Credit to account #: N7M100418
Client account name: Spelman College
Nelson Thomas, AVP for Advancement Operations
Division of Institutional Advancement, Spelman College
Phone: (404) 270-5126
Email: nelson.thomas@spelman.edu

Mutual Funds
To coordinate delivery, contact:
Nelson Thomas, AVP for Advancement Operations
Division of Institutional Advancement, Spelman College
Phone: (404) 270-5126
Email: nelson.thomas@spelman.edu

Bonds and Other
Fed Eligible Securities (Bonds and other Fixed Income Securities)
ABA# 021-000-018
Bank of NY/Pershing
For credit to account #: N7M100418
Client account name: Spelman College
Nelson Thomas, AVP for Advancement Operations
Division of Institutional Advancement, Spelman College
Phone: (404) 270-5126
Email: nelson.thomas@spelman.edu

Wire Transfers
Account Name: Spelman College Operating and Federal Depository Account
Bank Name: Wells Fargo Bank
ABA Routing Number: 121000248
Account Number: 2000166134478