You are at: Planned Giving > Gift Options > What To Give > Stocks
A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to Wake Forest University.
Here are some of the potential benefits:
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:
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 firstname.lastname@example.org 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.
If your securities are not held at a broker, you may mail the certificates to:
Financial and Accounting Service
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.
Certificates may be given to a University Development Officer or delivered to University Advancement, Alumni Hall, Room 207.
© Copyright 2018 Crescendo Interactive, Inc. All Rights Reserved.PRIVACY STATEMENTThis site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.