Transfer of Securities
There are many ways you can support Interlochen financially. Many of our donors choose to make gifts of securities as a tax-efficient way to give. We are able to accept stocks, bonds, and mutual funds.
For expeditious processing and recognition of your gift, please inform Interlochen of your intent to make a gift of stock, bonds, or mutual funds by contacting the Philanthropy Office at 231.276.7623 or philanthropy@interlochen.org.
Broker Information
For processing transfers in the United States*, you or your broker will need the following information:
- Institution Name: Charles Schwab & Co, Inc.
- DTC Number: 0164, Code 40
- Account Name: Interlochen Center for the Arts
- Please ask that “Interlochen Public Radio” be included in the memo/description if your gift is intended for the radio station.
- Account Number: 9032-3876
- Account Manager / Contact: James Davison, james.davison@schwab.com, 855.966.3781
- Interlochen’s Employer Identification Number (EIN or Tax I.D.): 38-1689022
Donors who use a Stock Power Form to make donations, including donors giving from a dividend reinvestment plan, must register Interlochen as an “Unincorporated Association” in Section F of the form.
Please ensure your name is included with the transmittal information. This ensures your gift is attributed to you and that we appropriately designate and acknowledge it.
Gifting Stock Certificates
If you wish to send the actual stock certificate to Interlochen, you must assign it to “Interlochen Center for the Arts.” If the certificate is assigned to Interlochen Center for the Arts by you (where you sign the back of the certificate), it must be a signature guaranteed by your bank or brokerage and accompanied by a signed letter from you stating that it is your intention to transfer this stock to Interlochen Center for the Arts.
Please send the certificate, the signature guarantee form, and signed letter to:
Interlochen Center for the Arts
Attn: Philanthropy Office
PO Box 199
Interlochen MI 49643-0199
*If you have any questions, or to process a securities transfer outside the United States, please contact the Philanthropy Office at Interlochen Center for the Arts at 231.276.7623 or philanthropy@interlochen.org.
For information on processing a securities transfer in Canada, please see this page.