Gift Planning

Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

Gifts of Stocks and Bonds

A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to Wake Forest University.

Gift of Stock and Bonds
Stock/Bonds
WFU

Here are some of the potential benefits:

  • Avoid paying capital gains tax.
  • Receive a charitable income tax deduction.
  • Enjoy possible increased income.
  • Further our mission today!

Make your gift today by electronic transfer!

It's easy. To assure proper crediting and distribution of your gift, or if you have any questions regarding gifts of securities, please call or write:

Gayle Parker
parkerdg@wfu.edu
Phone 336.758.6086
Fax 336.758.5108

Electronic Transfer

Securities should be transferred directly to Wake Forest through:

Wells Fargo Advisors
Account Number: 8995-7536 DTC # 0141
336.721.4221 or 800.759.6500
Wake Forest Tax ID number is: 56-0532138

We also ask that you contact Gale Parker either by email at parkerdg@wfu.edu or by calling 336.758.6086 to let her know that the gift is in process. Shares are sometimes transferred into our account without information, including the donor's name. Your phone call will allow us to match up your name with the correct stock gift.

Mailing Stock Certificates

If your securities are not held at a broker, you may mail the certificates to:

Financial and Accounting Service
Box 7201
Winston-Salem, NC 27109

If mailing, send your unendorsed certificate(s) and a cover letter stating that you are gifting this security to the University. The cover letter should include your name, address, and purpose of the gift in one envelope. In a second envelope, send a signed, signature guaranteed, stock power.

We strongly recommend using registered mail to forward your certificates and stock power. Please DO NOT mail endorsed certificates. Once the certificate is endorsed, it is legal tender and can be exchanged by anyone. We strongly recommend that certificates not be sent to a transfer agent for registering in the University's name. This is unnecessary and may result in needless delays.

Hand Delivery

Certificates may be given to a University Development Officer or delivered to University Advancement, Alumni Hall, Room 207.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown