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Transfer U.S. Securities

Thank you for your continued support of Rhodes College. Please follow these instructions to ensure your gift is accurately credited.

1. Fill out and submit the below form.

2. Contact your broker and advise them of your intention to give U.S. Stocks/Bonds to Rhodes College.

If you have any questions or comments, please contact Jenna Goodloe Wade, Vice President for Development, 1-800-264-LYNX or email, goodloe@rhodes.edu. 

 
Gifts of stocks or bonds allow you to make a gift to ·¬ÇÑÉçÇø and receive a charitable deduction equal to the full fair market value.
 
Broker:
National Financial Services
DTC#: 0226
Account #: 645-252337
Account Name: Rhodes College

Scott Williams
Five Points Advisory
3401 Mallory Lane, Suite 100 
Franklin TN 37067
 
Email: scott.williams@fivepointsadvisory.com
Phone number: 901-626-9891