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Computershare Trust Company

  • 1.  Computershare Trust Company

    Posted 12-17-2019 02:30 PM

    Good Afternoon,

    We have had a donor transfer stock to us using Computershare, a first for us.  I just received paperwork from Computershare that indicates that the stock was transferred into an account at Computershare that was created for our institution.  Has anyone dealt with this before?  I'm confused as to who is the legal donor of the stock, our alumnus or Computershare?

     Thanks in advance for your words of wisdom!

     Mary



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    Mary Oliver
    Director of Advancement Services
    Wittenberg University
    oliverm@wittenberg.edu
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  • 2.  RE: Computershare Trust Company

    Posted 12-18-2019 09:25 AM
    Hi Mary, we've had an account for us at Computershare too, it is weird to have accounts opened in your org's name without you creating them, isn't it? We treat them like any other stock, and hard credit the donor. It's a just a different financial vehicle than your normal broker.

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    Tracey Mullane
    Director, Development Operations
    Partners In Health
    tmullane@pih.org
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