Gifts of appreciated securities, stocks, and bonds provide considerable tax advantages when transferred to CGU before they are sold. If you have held your securities for more than one year, you may find that your gift will provide a twofold tax benefit, creating an income-tax deduction as well as helping avoid the capital-gains tax that would have been due on their sale.
Wire and Stock Transfer Instructions
CGU Tax ID Number: 95-1664100
Gift of securities to the Claremont Graduate University should be sent to:
Morgan Stanley
DTC #0015
Account No: 527‐107172‐054
Contact Name: Jaime Venezia
456 W. Foothill Blvd.
Claremont, CA 91711
Telephone: 800-830-8727
Fax: 909-621-6046
Wire Transfers:
Wells Fargo Bank
420 Montgomery St, San Francisco, CA 94104
ABA # 121000248
Account Number: 4121159545
Swift Code: WFBIUS6S (for international wires only)