If you would like to make a gift of mutual funds (held by any firm other than Vanguard), please have the funds transferred directly from your account to MIT’s at:
DTC Number: 0226
Massachusetts Institute of Technology
If you would like to make a gift of mutual funds held by Vanguard, please request Vanguard Client Services to transfer your gift to MIT’s account, 88097492562. For assistance at Vanguard, please call 800.662.2739.
It is possible you may need to submit form FGSF. Please complete section 1 only; MIT will complete section 2. After the form is signed by MIT, we will submit it to Vanguard. The completed form can be submitted to RecSec@mit.edu for signature.
Upon making your gift of mutual funds, please notify the Recording Secretary’s Office so we can properly credit your gift by sending an email to RecSec@mit.edu or calling 617.253.5048 with the following:
Name of donor
Security name and symbol
Number of shares
Donor’s Cost Basis
Gift purpose (designation)
Please direct all mutual fund transfer questions to the Recording Secretary’s Office at RecSec@mit.edu or 617.253.5048.
For reference, MIT’s taxpayer ID number is 04-2103594.