Transfer of Stocks & Mutual Funds

Giving a gift of stock or other securities to Willamette may provide significant tax benefits to you. Contributions of appreciated securities held for over a year are generally deductible at market value, regardless of what you paid for them. You will also avoid paying capital gains taxes on the securities given to Willamette.

How to make your gift of stock or securities:

Please contact Cathy McCann Gaskin in our Office of Gift Planning at giftplanning@willamette.edu or 503-370-6492 prior to transferring securities if any of the following apply: You are making a gift from your IRA or other retirement account; you hold physical stock certificates; a plan administrator holds your shares; you want to contribute shares in a mutual fund; or you or your financial advisors have any questions.

Provide the following information to your broker:

Brokerage Firm: Charles Schwab & Co.
Attn: Transfer of Accounts, 101 Montgomery Street, San Francisco, CA 94104
Account Name: Willamette University
Account Number: 7111-9632
Code: 40
DTC number: 0164
Willamette Tax ID: 93-0386972
 

Please also complete the Notification of Stock Transfer form (for a printable version, click here.)

Please also contact Cathy Gaskin first if any of the following apply:  

  • You hold physical stock certificates; 
  • A plan administrator holds your shares; 
  • You want to contribute shares in a mutual fund; or 
  • You or your financial advisors have any questions.

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