Gifts of Stocks and Securities

Gifts of Stocks and Securities

The Mitchell Community College Foundation and Endowment for Excellence gratefully accepts gifts of stock or securities. Such gifts can be particularly useful for a donor looking for a low cost-basis gift, seeking to rebalance a portfolio, or hoping to minimize capital gains tax liabilities.

Please send all gifts of stock or securities using the information below:

Mitchell Community College Foundation
and Endowment for Excellence
Account: 6WH-04005
DTC: 8862

Merrill Lynch
104 S. Center St.
Statesville, NC 28677

Merrill Lynch contact 
Will Fanjoy 
(704) 871-5640
william_fanjoy@ml.com

Important Note 
To ensure timely recognition of gifts, whenever a broker sends a gift of stock or securities, please alert James Hogan or Vicki Holland in the Advancement Office by calling (704) 878-4321 or emailing jhogan@mitchellcc.edu. It will be important to know the type of stock and number of shares sent.