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
DTC Number: 0164
Willamette Tax ID: 93-0386972
Please contact our Office of Gift Planning (email@example.com 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!