Transfer Stocks or Mutual Funds

Gifts of stock or other securities may provide tax benefits to you while supporting students on campus. Help us recognize and apply your gift by completing the Notification of Stock Transfer Form (online or printable).

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 contact our Office of Gift Planning ( or 503-370-6546) 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.

Thank you for supporting Willamette University!

Willamette University


Salem Campus

900 State Street
Salem Oregon 97301 U.S.A.

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