Gifts of securities (stocks, bonds, and mutual funds) assist Chatfield in serving its mission to students. In addition, gifts of appreciated securities provide the donor with an income tax charitable deduction and capital gains tax savings.

There are several ways to transfer securities to Chatfield: electronic transfer, mail delivery, or hand delivery. It is strongly recommended that you notify the development office of each gift of stock by email, mail, or phone.


Kelly Smith, Director of Development

513-875-3344, ext. 117

Electronic Transfer:

Click here for instructions.


  • Send the unsigned certificates to the Office of Development by registered mail.
  • In a separate envelope, send a signed stock power to the Office of Development registered mail.
  • A stock power is available from your broker or bank.
  • Please do not mail endorsed certificates! Once the certificate is endorsed, it is legal tender and can be exchanged by anyone.

Hand Delivery:

Stock certificates must be given to a member of the Office of Development staff.

Kelly Smith, Director of Development

513-875-3344, ext. 117

The Chatfield Edge is an educational institution and does not provide tax, legal, or financial advice. Any document or information shared by our staff is intended to be educational, including information on our website. The Chatfield Edge strongly encourages all our benefactors to seek counsel from their own legal and financial advisors. Any information or documents shared by The Chatfield Edge cannot be used to avoid tax-related penalties.

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