Charitable gifts of securities can be a tax-wise way to support LVC. You may be able to avoid or reduce capital gains tax while realizing a significant charitable contribution based on current market value.
LVC Federal Tax Number: 23-1352354
Broker Contact Information:
Lorraine Gerra, Financial Advisor
Wells Fargo Advisors
4905 West Tilghman Street, Suite 350
Allentown, PA 18104
Phone: 610-398-6535
Email: Lorraine.Gerra@wellsfargoadvisors.com
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
College Account Number at Wells Fargo Advisors:
5001-5081 Lebanon Valley
DTC Number: 0141
The DTC Automated Stock Transfer System
Provide your broker with the following information:
a. Depository Trust Company for credit to Wells Fargo Advisors
b. Lebanon Valley College Account Number at Wells Fargo Advisors
c. Depository for Settlement–Wells Fargo Advisors
d. Complete “Special Instructions” with donor name and date of transfer
Please call to inform LVC of the securities being transferred, the number of shares, and from where the securities are being transferred (e.g. Merrill Lynch-Manhattan), so we can alert Wells Fargo prior to the transaction.
For more information, please contact the Advancement Office at 1-866-LVC-1866 (1-866-582-1866) or development@lvc.edu.