Stock and Wire Transfer Instructions

Gifts of stock that have appreciated provide an excellent means of benefitting student success while improving your tax picture. When you give such securities, these gifts will be credited at the full fair market value based on the average of the high and low quoted selling price on the day the WCU Foundation receives the transfer. The Foundation's general policy is for securities to be sold immediately.

Please notify the WCU Foundation Gift Office prior to transferring stock and securities with the number of shares and type of stock at 610/436-2868 x1315 or info@wcufoundation.org.


Stock Transfers

WCU Foundation account is brokered by Janney Montgomery Scott LLC
Broker Name: John Buoni (1/800-777-0131)
Janney Montgomery Scott LLC for the benefit of WCU Foundation (Tax ID 23-3054174)
DTC: 0374
Account Name: #8659-1234
WCU Foundation Tax ID: 23-3054174


Wire Transfers

If you would like to make a wire transfer, please contact the Director of Operations at 610/430-4192 or info@wcufoundation.org.
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