Give to the UW

Securities

Thank you for considering a gift of securities to the ░─▓╩═°. Donating appreciated securities to the ░─▓╩═° is easy; simply follow the┬á (available in PDF download) and/or read below for more information.

Securities held electronically

If your securities are held “in street name” with your broker, send your broker a letter of authorization to transfer (not sell) shares of specific stock(s) to the ░─▓╩═°’s main brokerage account.

Your instructions should specify your account number; the date by which you wish to complete the gift, the name and number of shares you would like to donate and the purpose of your gift (e.g. unrestricted gift to the ░─▓╩═°, gift to specific program or endowment, etc.); and provide the following transfer information:

Morgan Stanley Wealth Management
DTC: 0015
░─▓╩═°
Acct. #144-153275-535
Contact: Robert Bradshaw, 206-685-3814

If you are transferring stock from a joint account, both account owners must sign the letter. You can contribute stock from several companies held within the same account. You can also make a single transfer for multiple purposes.

Contact the UW. Email a gift letter or broker directive to stockgif@uw.edu to prevent a delay in processing. Let us know the name of the security, number of shares and benefiting department(s) and/or the specific gift fund(s).

If you would like to send a physical copy of this letter, mail it to Robert Bradshaw, Senior Associate Treasurer, UW Treasury Office, UW Tower, 11th Floor, 4333 Brooklyn Ave NE, Box 359441, Seattle, WA 98195 or fax 206-685-1761.

Please, check with your broker soon after sending the letter to ensure that the transfer is complete, especially if you initiate this gift shortly before Dec. 31.

Securities in certificate form

If you have stock or bond certificates, please contact Robert Bradshaw in the UW Treasury Office to arrange for delivery.

Robert Bradshaw
206-685-3814 (Fax: 206-685-1761)

Mutual funds

Very few mutual funds network with brokerage firms. In most cases we have to open an account with mutual fund companies to handle each individual mutual fund gifts. Since the enactment of the USA Patriot Act of 2001, the opening of a mutual fund account has become complicated and time consuming. Please contact Robert Bradshaw at least a month in advance.

Year-end considerations

Because of their complexity, securities gifts are best made by Dec. 15.

Tax advantages