Transferring stock and mutual funds can be an easy way to give to Bates and in many cases offers a tax advantage.

We always recommend that you consult with your tax advisor in order to learn more about the advantages of gifting stock and mutual funds.

Interested in making a gift of securities to Bates? Please complete, or have your broker complete, the Gifts of Securities form. Instructions will be automatically emailed after the form is submitted.

Please reach out to our Gifts Processing team at gifts@bates.edu or 207-786-6248 with any questions.