IRA Rollover Update:

If you are 70½ or older, you may be interested in a way to lower the income and taxes from your IRA withdrawals. With an IRA charitable rollover, you can benefit yourself and help us continue our mission.

Learn More

Receive income for life and transform students' lives:

Are you looking for a secure source of fixed income for now or in the future and want to support Ripon? A Charitable Gift Annuity could be a solution.

Become a Partner in the Legacy at Ripon College

There are several easy ways to include Ripon College in your long-term plans such as designating Ripon College as a beneficiary of your:

  • Will
  • Living Trust
  • Life Insurance
  • Retirement Assets

Transform your Assets into Life Changing Gifts

Consider contributing:

  • Appreciated Stock
  • Retirement Accounts
  • Real Estate
  • Other Assets
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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Ripon College.

Gift of Stock and Bonds
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Ripon College.

  1. Let us know you will be making the gift
    Call, email or fax your name, the name of the security and number of shares to:
    Donna M. Bukowski
    Advancement Office
    Phone: (920) 748-8367
    Fax: (920) 748-9262

  2. Transfers of Individual Securities/Bonds from a Bank or Broker
    Please instruct your broker to transfer your gift via DTC to our account:
    Ripon's Broker: BMO Harris Financial Advisors, Inc.
    DTC code: 0443
    Account name: Ripon College
    Account number: 4RP-214270
    Tax ID: 39-0826049
    Contact # 1.800.472.0060

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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Physical Address: 300 W. Seward St. Ripon, WI
Mailing Address: PO Box 248 Ripon, WI 54971-0248
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Phone: 800-947-4766
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