Gifts of Stock or Securities
Gifts of marketable stocks or securities shares that have appreciated can have an immediate impact on a college or program at WSU while creating a favorable income tax deduction for you based on the assets’ current value. Please contact the WSU Foundation at 509-335-1686 if you have any questions about making a gift of stock or securities to support Washington State University.
Making a gift of stock or securities
The following information applies to outright gifts only. Gifts of stock for the establishment of a deferred gift are subject to approval by the Gift Acceptance/Trust and Real Estate Management Committee.
Stock gifts are recognized at the value of the stock on the date of the transfer.
Shares in “Street Name”
If you hold stock in a “street name” with an existing brokerage firm and do not have a preference for a particular broker, the shares should be transferred to a brokerage firm where the WSU Foundation maintains an account.
The WSU Foundation’s preferred broker is Raymond James Securities. For your convenience, we also maintain accounts with the brokerages listed below.
|Raymond James Securities|
Attn: Jack Simpson
759 N Milwaukee St, Suite 612
Milwaukee, WI 53202
Phone: 888-721-6117 or 414-935-4190
|Account Number: 46361951
Tax ID Number: 91-1075542
DTC Number: 0725
The WSU Foundation also has accounts with the following brokers. If you hold an account with one of these firms, you may provide this account information.
|Brokerage Firm||Account #||Account Executive||Phone #|
|Edward D. Jones||870-03981-1-1||Greg Bloom||509-332-1564|
|Morgan Stanley||111-109037||Marnie Schroer||509-455-5047|
|Merrill Lynch||340-04202||Adam Little||509-459-4552|
|DA Davidson||63816334||Rusty Schatz||800-808-5396|