Meet Our Advancement Staff
Let us know if you have questions about giving to Northland College. We are available to help.
Donor’s Bill of Rights
Philanthropy is based on voluntary action for the common good. It is a tradition of giving and sharing that is primary to the quality of life. To assure that philanthropy merits the respect and trust of the general public, and that donors and prospective donors can have full confidence in the not-for-profit organizations and causes they are asked to support, we declare that all donors have these rights:
- To be informed of the organization’s mission, of the way the organization intends to use donated resources, and of its capacity to use donations for their intended purposes.
- To be informed of the identity of those serving on the organization’s governing board, and to expect the board to exercise prudent judgment in its stewardship responsibilities.
- To have access to the organization’s most recent financial statements.
- To be assured their gifts will be used for the purpose for which they are given.
- To receive appropriate acknowledgement and recognition.
- To be assured that information about their donations is handled with respect and with confidentiality to the extent provided by law.
- To expect that all relationships with individuals representing organizations of interest to the donor will be professional in nature.
- To be informed whether those seeking donations are volunteers, employees of the organization, or hired solicitors.
- To have the opportunity for their names to be deleted from mailing lists that an organization may intend to share.
- To feel free to ask questions when making a donation and to receive prompt, truthful, and forthright answers.
Developed by: American Association of Fund-Raising Council (AAFRC), Association for Healthcare Philanthropy (AHP), Council for the Advancement and Support of Education (CASE), National Society of Fund Raising Executives (NSFRE).
Initial endorsers: Independent Sector, National Catholic Development Conference (NCDN), National Committee on Planned Giving (NCPG), National Council for Resource Development (NCRD), United Way of America.
Gifts of Securities Details
Gifts of appreciated stock or securities (held more than a year) in publicly-traded companies can be a great way to support Northland College. The allowable deduction for a gift of securities is based on the securities’ market value, not the donor’s cost, and no tax is imposed on the capital gain.
Gifts of publicly-traded securities can be made either by delivering the certificates to the College (in person or by mail) or by transfer of ownership through a broker. If you intend to contribute securities to the College, we ask that you please call or email our institutional advancement office staff to alert the College and to expedite delivery and gift crediting.
Electronic Transfer of Securities Instructions
To transfer securities to the College electronically, i.e., via Depository Trust Company (DTC), provide the DTC transfer instructions below to your broker. The securities will be transferred directly into the College’s gift account at its custodian bank.
The process works as follows:
- Your broker sends your gift instructions to our broker Edward Jones via the Depository Trust Company (DTC).
- Edward Jones notifies the Northland College Business Office that your gift of securities has been received.
- The Business Office initiates the sell order and sends an instruction letter directing the bank to deliver the shares on settlement date.
- Northland College receives the proceeds from the sale on settlement date.
In order for the College to properly credit the gift, it is important that you or your broker notify us of the gift and its intended purpose, and that the broker reference your name in the DTC transfer instructions.
DTC Transfer Instructions
Broker, Edward Jones
Dylan J. Hudson – Financial Advisor
805 Lake Shore Drive West
Ashland, WI 54806
DTC: #0057
Institution ID: #546-04863-1-8
Please include: Donor’s name, address, name of security, number of shares, fund name/purpose.
Call the Office of Advancement to let us know about your gift and your intended purpose at 715-682-1545 or reach out to us via email.
