Create Stock Transfer Instructions
Carleton welcomes gifts of stock. To make a gift of stock that is currently held in a brokerage account, the easiest way to proceed is to instruct your broker to transfer the shares to Carleton's brokerage account.
Please submit the form below to generate a printable letter that you can sign and give to your broker. This form will also notify Carleton College of your intent to transfer a gift of stock. Note that an individual broker may require different or additional documents to transfer stock.
Your submitted information is used to generate a printable form; Carleton does not store or retain your account information. If you prefer to not use this form, you may arrange a gift of stock through the Gift Accounting Office at 800-758-9441 or firstname.lastname@example.org.