When transferring stock in your possession, please note that you don't have to contribute the exact number of shares listed on the certificate(s). For example, if you have a certificate for 500 shares and wish only to contribute 100 of them, indicate so and we will have a new certificate for 400 shares returned to you.

Step 1 - Deliver the certificate(s) to us
Mail works just fine, but--for your protection--do not endorse the certificates. Instead, send under separate cover a "stock power" that is signed exactly as the name(s) which appear on the certificate; one stock power per certificate.

STEP 2 - Request blank stock powers from us
Contact Elizabeth Baughman, director of development services, for blank stock powers. She can be reached via email at Elizabeth_Baughman@hmc.edu, phone at (909) 607-3469 or fax at (909) 621-8360. Remember, sign each stock power exactly the way the name(s) appears on the certificate. Do not complete any other field on the stock power. We will do that.

STEP 3 - Funding trusts or other planned gifts
Should you wish to give stock to fund a trust or other planned gift, please contact Heath Elliott, senior director for college advancement, prior to initiating your transfer. He can be reached via email at Heath_Elliott@hmc.edu, phone at (909) 607-0902 or fax at (909) 621-8360.