How to Give Stock to Loras College
- Consider the highest appreciated stock first.
- If your broker holds the certificates: Send a letter signed by you and/or your spouse (if jointly owned) to your broker describing how many shares you want transferred to Loras by:
- Issuing a new certificate to Loras or:
- Transfer shares electronically to Loras Account # 2FH00752
Cetera Financial Group. – DTC #0701
- Loras Federal ID # 42-0680412
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.