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Appreciated Securities

Appreciated assets like stocks, securities, and mutual funds can increase your taxable benefits while making an influential impact on Cedar Crest College. By working with your financial advisor, financial institution, and Cedar Crest College to directly transfer appreciated securities, you can avoid capital gains taxes while knowing your gift continues to make a difference in the lives of our students.

Make your gift over the phone, by mail, or via a financial advisor; ask your broker to donate to Cedar Crest using the following information:

State Street Bank and Trust Co. 
Brokerage DTC number: 987 
Brokerage account name: Cedar Crest College Gift Account 
Brokerage account number: 652713 
FFC Number: BJ 60 
Tax ID#: 23-1365953 

To ensure that your gift has been received, please notify Heather Ennis, Director of Philanthropy, on your intent to/confirmation of this charitable gift. You can contact her at or 484-229-4563.

Mutual Fund Donation Transfers 

Due to the varying nature of mutual funds, please contact Heather Ennis, Director of Philanthropy, for further instruction at  or 484-229-4563. This ensures that your gift can be handled with the utmost care.