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.

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
  Please allow at least 5 business days to complete a transaction. Mutual Fund transfers take 10-14 business days. Your financial advisor or trust officer can assist you in making a gift of securities via a direct transfer to Lawrence. It is helpful to notify Lawrence of intended transfers and eventual use of funds as this information and donor names are not always included with the transfer.

To receive the required banking information and to inform the university of an upcoming transfer, please contact one of the following in the Lawrence University Advancement Office:

Claire Gwaltney
Phone: 920-832-7307
Email: [email protected]

Jenny Ziegler
Phone: 920-832-6885
Email: [email protected]

For assistance with stock transfers, please contact Midwest Institutional Trust Services:

Midwest Institutional Trust Services
Phone: 414-255-1906
Email: [email protected]

For assistance with mutual fund transfers, please contact FIS Wealth Outsourcing Solutions:

FIS Wealth Outsourcing Solutions
Phone: 628-268-3648
Email: [email protected]

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.

ACH or Wire Transfer Information

To receive the required banking information and to inform the university of an upcoming transfer, please contact one of the following in the Lawrence University Advancement Office:

Claire Gwaltney
Phone: 920-832-7307
Email: [email protected]

Jenny Ziegler
Phone: 920-832-6885
Email: [email protected]

Please also include the name of the person the transfer is coming from and the purpose of the gift.

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.