The Office of Planned Giving at Eckerd College provides support
for a full range of charitable gift planning options and services. Eckerd College,
its employees or representatives, do not offer legal or financial advice. We
strongly urge prospective donors to consult with their attorney, financial
advisor, estate planning professional, accountant or other appropriate professional
before making any material decisions based on information we provide through
this Web site, printed materials or other sources.
We welcome the opportunity to work with you in helping your clients identify
tax-wise and beneficial ways to support Eckerd College’s
charitable non-profit mission. Please feel free to contact us directly for
information or assistance on a confidential basis.
Legal Name
All charitable gifts should be directed to Eckerd College, the
charitable, tax-exempt organization located in Florida.
Donors making gifts at the end of the year should personally contact their broker to confirm that the transfer will be completed on or before December 31.
Brokerage Account Information for Gifts of Securities
Charles Schwab & Co., Inc.
DTC Clearing #0164, Code 40
To Account Name: Eckerd College Trading
Account # 3054-7513
If necessary, contact:
Dino Duque at 1-877-681-2200
TAX I.D. Number
Eckerd College’s TAX ID number is # 59-0859121.
When you transfer securities, please notify Judi Schraer, Director of Gift Planning at (727) 864-8229 or schraejd@eckerd.edu.
Important Information
Click here to view sample bequest language for Eckerd College.
