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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 realized 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.

 

Preferred Broker

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
Fax: 414-935-4195
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 FirmAccount #Account ExecutivePhone #
Edward D. Jones870-03981-1-1Greg Bloom509-332-1564
Charles Schwab 9215-7296N/A 800-435-9050
Morgan Stanley111-109037Marnie Schroer509-455-5047
Merrill Lynch340-04202Adam Little 509-459-4552
DA Davidson63816334Rusty Schatz800-808-5396
Fidelity Investments 144-341673N/A 800-544-6666
Information is subject to change. Please notify the WSU Foundation if you encounter any problems.
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