How to make your gift of stock or securities:
Please contact Cathy McCann Gaskin in our Office of Gift Planning at firstname.lastname@example.org 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|
|Willamette Tax ID:||93-0386972|
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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