Stock or Wire Transfer
For Planned Gifts
If you would like to make a gift of stock to establish an income-retained gift, please contact Margie Lippard in the Office of Gift Planning at 540-458-8902, or firstname.lastname@example.org.
Please fill out our online Stock Transfer Information Form to let us know of a pending outright gift stock transfer.
Alternatively, you may send a letter describing your gift of stock and including details of the stock transfer from your broker to Washington and Lee. Please address such letters to:
Washington and Lee University
204 West Washington Street
Lexington, VA 24450-2116
The following information is necessary to transfer a stock gift to the University:
Electronically transferring stock: Please contact Wilmington Trust Brokerage (an affiliate of M&T Bank) at the address below. In addition, please inform Washington and Lee's Development office of the type of stock to be transferred and either the number of shares to be transferred or the approximate value of the stock. If you do not have this information at the time you call Wilmington Trust, you may fax, e-mail or mail the information to the Development office once the transaction has been completed.
Gift Account A/C# 1046108
DTC# (Participant#) 0990
Agent ID# 26209
Contact: Elizabeth "Liz" Hudgens
1800 Washington Blvd.
Baltimore, MD 21230
Mailing address for physical stock:
DTC New York Window
A/C M&T Bank Part. 990
Attn: Desiree Wright
55 Water Street 2SL
New York, NY 10041
Transferring Stock Certificates: At your local bank, ask for as many stock power assignment forms as there are stock certificates to be transferred. A bank officer must sign these forms (only a signature, nothing on the back of the form, no date, etc.) to authenticate them. At that time, mail two separate envelopes to W&L (attn: Treasurer's Office): one with the certificates and the other with the stock power assignment forms (with bank signature authorization). The date of the gift will be the date of the postmark, and the value will be the mean value of the stock on the date of the gift.
Should you have any questions or require additional information, please do not hesitate to call or fax:
- Sandy Beverly, Gift Accounting Lead: (540) 458-8413, email@example.com or (540) 458-8428 (fax)
- Lori Oliver or Steve McAllister, Treasurer's Office: (540) 458-8740, firstname.lastname@example.org or (540) 458-8945 (fax)