Making a Stock Gift

Gifts of long-term appreciated stock (owned for a year or longer) or mutual funds offer a quick, easy and tax efficient way to make a lasting gift to Deerfield Academy.

Before the Transfer Occurs

In order for us to accurately identify, allocate and acknowledge your gift, please take a moment to notify Jeff Swetland in Deerfield’s Finance Office (413-774-1597) or Debra Diemand in Deerfield’s Office of Advancement (413-774-1839). Please note that Deerfield cannot sell the securities unless we know the identification of the donor.

For Securities Held by Your Broker

If your broker (or bank) holds your securities, your gift can be electronically transferred to Deerfield Academy. Stock gifts should be delivered to:

National Financial Services
Deerfield’s DTC (Depository Trust Corp) # is 0226
For the Account of the Trustees of Deerfield Academy
Deerfield’s Account # is 657-576866
Deerfield’s Tax ID # is 04-2103563

For Securities Held by You

If you, the donor, hold a security, please send the unendorsed certificates with a letter of transmittal giving name and address to:

Jeff Swetland
Manager, Endowment & Infrastructure Accounting Finance
Deerfield Academy Finance Office
PO Box 87
Deerfield, MA 01342

Phone: 413-774-1597
Fax 413-772-1113

In a separate envelope, mail to the same address a stock or bond power, signed exactly as the certificate is registered, and do not fill in any other information. Do not re-register the shares into the name of Deerfield Academy. You may obtain blank stock powers from your broker or bank. Please include a letter stating the purpose of your gift with the certificate(s).

NOTE: It is very important to mail the security certificate and the signed power separately and it is recommended that the certificate be sent by certified mail with return receipt. If you have any questions, please call Jeff Swetland (413-774-1597) or Debra Diemand (413-774-1839).

Information provided on this website is not intended to be tax or legal advice. Please be sure to consult a qualified financial advisor before making a gift.

Frequently Asked Questions

Upon graduating from Deerfield, alumni enter a diverse network of former Deerfield students. Deerfield alumni have ventured into almost every area of employment, and many are at the top of their respective fields. The advantages of this vast network are numerous and significant, as every member of the Deerfield family receives the following:

Alumni are also eligible for alumni awards, such as the Ashley Award, Heritage Award, and the Mimi Morsman Award.

There are no membership fees or dues for members of the Deerfield family, but Deerfield does ask for assistance in a few areas. First of all, in order for Deerfield to have the most up-to-date records possible, we encourage members to keep us apprised of their current contact info. Alumni are also urged to direct all concerns and suggestions regarding Deerfield’s operations through the Executive Committee, the governing body of the Alumni Association. The committee acts as the voice of the alumni body, and works closely with the school administration. In order to keep tuition affordable and the quality of a Deerfield education at its highest, the Academy depends upon the continuing support of alumni and their families. This support can take the form of annual or capital gifts, or time spent volunteering on behalf of Deerfield.

There are Deerfield Clubs in many major American cities. Please visit here for more information on specific clubs and their sponsored events. 

Of course! Be sure to read the latest issue of From Albany Road in your email’s in-box for current news of what is happening on campus. As we also send out periodic invitations, it’s always best to make sure we have your current physical address. And if you do plan on visiting campus, why not tell us ahead of time?

Contact the Office of Advancement

alumni@deerfield.edu
413-774-1474

7 Boyden Lane, PO Box 306
Deerfield, MA 01342