Gifts of Securities

Investing in Interlochen can take many forms—including gifts of securities. We are equipped to accept stocks, bonds, and mutual funds. Please complete the form below in order to access instructions; the reason we require this is that we sometimes get stock gifts with no donor name associated. Having this information on hand allows us to better match stock gifts to the correct donor and ensure that gifts are appropriately designated and acknowledged.

Learn more on why donating stocks and other securities is one of the most tax-efficient ways to give

Just complete the form below, or give us a call at 231.276.7623 for more information and instructions.

Stock Information
If giving more than one type of stock, it is only necessary to list one here. Please use the "additional comments" field below if you want to provide any further information.
Broker Information
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