Gifts of Stock

You can drive student success at West Chester University with a tax-effective gift of appreciated securities. In doing so, you can easily translate any existing stock into immediate and long-term impact for the programs or beneficiaries of your choosing.

Your gift will be credited at the full fair market value, based on the average of the high and low quoted selling price on the day WCU Foundation receives your transfer. And as our policy, your gifted securities will be sold immediately.

Gifts of Stock

Making a Gift of Stock is Easy

1

Contact our Gift Office

prior to transferring your stock with the type of stock you intend to send and the number of shares.

2

Choose your method of transfer

— electronic transfer, wire transfer, or via certified mail — and follow the instructions below.

Electronic Transfer Instructions

The WCU Foundation account is brokered by Janney Montgomery Scott, LLC.

Broker Name: John Buoni (800-777-0131)
Janney Montgomery Scott, LLC for the benefit of WCU Foundation
(Tax ID 23-3054174)
DTC: 0374
Account Name: #8659-1234
WCUF Tax ID: 23-3054174
Wire Transfer Instructions

If you would like to make a wire transfer, please contact our Gift Office.

Certified Mail Instructions

If you hold securities in certificate form, you will need to mail two separate envelopes to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the second envelope, include a signed stock power for each certificate — obtainable from your broker or bank. Always use certified mail.

Note: The content on this page 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.

Understand Your Options

There are multiple ways you can create lasting impact at WCU. See our Planned Giving resources for more information.

See Your Impact

Every day, donors like you help WCU Foundation make important, lasting impact in students’ lives. Explore our stories to see what we’ve already accomplished together — and how we’ll continue to create ongoing success at WCU.

Explore More Stories

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