Appreciated Securities
Appreciated assets like stocks, securities, and mutual funds can increase your taxable benefits while making an influential impact on Â鶹ÊÓƵ. By working with your financial advisor, financial institution, and Â鶹ÊÓƵ to directly transfer appreciated securities, you can avoid capital gains taxes while knowing your gift continues to make a difference in the lives of our students.
Make your gift over the phone, by mail, or via a financial advisor; ask your broker to donate to Cedar Crest using the following information:
State Street Bank and Trust Co.
Brokerage DTC number: 987
Brokerage account name: Â鶹ÊÓƵ Gift Account
Brokerage account number: 652713
FFC Number: BJ 60
Tax ID#: 23-1365953
To ensure that your gift has been received, please notify Heather Ennis, Director of Philanthropy, on your intent to/confirmation of this charitable gift. You can contact her at or 484-229-4563.