Support for Northland that Comes with a Real Tax Advantage.

Northland College receives over $1 million dollars annually in securities gifts from donors. Gifts of stocks and mutual funds allow individuals to give financial support to Northland College and receive a tax advantage at the same time.

Emily Earley has been donating shares from her stock portfolio to Northland College since 1990.  After many years of managing her portfolio, she found that she did not have enough depreciated valued stock to counteract the taxes she needed to pay on capital gains.  Giving stock shares to Northland College was the perfect answer to this problem. She gained two tax advantages by making a charitable contribution, and by avoiding capital gains on the appreciated value of her donated shares.  It was a win-win situation for her and for the College.

“It’s a fine system,” she says, “I don’t know why more people don’t do this.” 

Because Northland College is a charitable organization, we can liquidate donated stocks and mutual funds without paying capital gains on the appreciated value.  Securities donations can be used to support specific college activities, scholarships, or for general ongoing programs.  For more options and ways of giving to Northland College that offer tax advantages, review our Planned Giving Table of ideas.

The Internal Revenue Service Regulations state that the value of the gift for income tax purposes is determined on the date the gift is transferred and is equal to the mean of the high and low of the values traded on that date.

How do I donate Securities: Stocks, Bonds, and Mutual Funds?

By mail or hand delivered to Northland College: The stock certificate, along with a letter of instruction regarding the purpose for which the gift is to be used, may be mailed to the following address:

Northland College
Office of Institutional Advancement
1411 Ellis Avenue
Ashland, WI  54806

In a separate envelope, please mail a signed Stock or Bond Power.  The Stock or Bond Power can be obtained from your broker or from Northland College.  If you have questions about Mutual Funds transfers, please contact our Vice President of Institutional Advancement, Judy Hanne, at (715) 682-1495, or send an e-mail to her.

If the stock is held in a brokerage account, the gift can be transferred electronically.

Transfers can be made into Northland College's main brokerage account from any account in the country.  Provide the following information to your broker:

Northland College
Account # 546-04863-1-8
Edward Jones Investments
DTC # 0057
Contact: T. Jay Jones at (800) 445-9040.

Any electronic transfer should be accompanied by written notice to Northland College's Office of Institutional Advancement with the following information:

• Donor's name
• Name of stock and number of shares being transferred
• Purpose for which the gift is to be used

This notice may be mailed to the College or may be faxed to (715) 682-1377.

If you have questions regarding securities transfers, please contact our Vice President of Institutional Advancement, Judy Hanne, at (715) 682-1495, or send an e-mail to her.

Make a gift online today.

• Types of Planned Giving.pdf