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Planning Your Legacy

Lawrence University's liberal arts & sciences college and Conservatory of Music is committed to providing an environment for our students to pursue passions, spark change, and shine more brilliantly than they ever imagined. Your desire to make a difference and leave a lasting legacy helps strengthen Lawrence's mission. Consider making an impact for students and faculty through a planned gift. These types of charitable arrangements may provide tax and other benefits to you while supporting Lawrence.

Our Mission

Planning Your Legacy

Your desire to make a difference and leave a lasting legacy helps strengthen Lawrence's mission. Consider making an impact for students and faculty through a planned gift. These types of charitable arrangements may provide tax and other benefits to you while supporting Lawrence.

Our Mission
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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Lawrence University.

Gift of Stock and Bonds
Stocks/Bonds
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

Stock and Mutual Fund Transfer Instructions
  Thank you for your interest in making a charitable contribution to Lawrence University in the form of a securities transfer. Your financial advisor or trust officer can assist you in making a gift of securities via a direct transfer to Lawrence. It is helpful for Lawrence to be notified of intended transfers and eventual use of funds. Please contact Amy Tesch in the Development Office at 920-832-6517, or email at amy.s.tesch@lawrence.edu. Please note the following information:

Broker: BMO Harris Bank N.A./Trust
Account Name: Lawrence University Stock Gifts Clearing
Account: 98-711943AB6
Stock DTC: 0992
Mutual Fund DTC: 5409
Lawrence Tax ID#: 39-0806297
Free Delivery/Receipts Contact: WOS_MKE_Booking@fisglobal.com
Relationship Coordinator: Eric Witthuhn, BMO Harris Bank N.A.
Contact Information: 414-287-8789 or trust.custody@bmo.com

For assistance with mutual fund transfers, please contact FIS Wealth Outsourcing Solutions: 920-497-5274 or WOS_MKE_Mutual.Fund.Transfers@fisglobal.com.

Wire Transfer Information
Receiving Bank Name: Chase, Wisconsin
Receiving Bank ABA Number: 021000021
Swift Code: CHASUS33
Beneficiary Name: Lawrence University
Beneficiary Account Number: 510100319
Dollar Amount: $_______________
Additional Reference: Please indicate name of person wire is coming from and reason for wire.
BBI: Chase, Appleton

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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Lawrence-Downer Legacy Circle

The Lawrence-Downer Legacy Circle recognizes alumni, parents and friends who remember Lawrence through a planned gift. We are grateful to the more than 1,090 members of Legacy Circle.