Stocks, Bonds, & Other Securities

Giving

Gifts of Stocks, Bonds, & Other Securities

Giving shares of appreciated stock, bonds, mutual funds, and other securities can be an excellent way to make a gift to Semester at Sea. If you wish to make a gift of securities held by bank or brokerage, electronic transfer is the easiest method. Do not sell the stock in your name and have the proceeds sent to us as this will constitute a cash contribution, and you will be liable for any capital gains tax. When you donate securities in lieu of cash, you do not pay any capital gains tax on the appreciation of the securities, while you receive a deduction for their full market value on the date of your gift.

We want to make the gift experience as smooth and seamless as possible. If you have questions about your securities gift, please contact Andrew Boesenecker, Manager of Annual Giving & Stewardship, at 800.854.0195 or aboesenecker@isevoyages.org.

DTC Eligible Transfers*

DTC Transfer Information:

DTC Participant Number: 0141
Agent Name: Wells Fargo/Roanoke VA
Account Number: 35652693
Account Name: Institute for Shipboard Education
Attention: Lloyd Laughlin

*NOTE: To assist us in processing your gift, please be sure to include the Institute for Shipboard Education’s account number (listed above) and reference “Gift from [insert donor name]” on all security transfers.

Mutual Fund Transfers/Registrations*

Shares of mutual funds should be re-registered as follows:

First Clearing, LLC
FBO: Institute for Shipboard Education
Account Number: 35652693
One North Jefferson Avenue
St. Louis, MO 63103

*NOTE: To assist us in processing your gift, please be sure to include the Institute for Shipboard Education’s account number (listed above) and reference “Gift from [insert the name of donor]” on all security transfers.