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 VANGUARD FORM COOGFI (Gift of Nonretirement Assets to Existing Vanguard Account Form). Section 3 is pre-populated with MIT’s mutual fund account number. Please complete sections 1, 2, and 4. The completed form can then be submitted directly to Vanguard.
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
Gift purpose (designation)
Some mutual fund shares may require special handling and set up before transfer can occur. Because this process can take time, we recommend all gifts of mutual funds be initiated no later than 10 business days prior to expected gift date.
Please direct all mutual fund transfer questions to the Recording Secretary’s Office at firstname.lastname@example.org or 617.253.5048.
For reference, MIT’s taxpayer ID number is 04-2103594.