Giving

 

Gift of Stock

Your gift of stock or mutual fund units is particularly tax-wise this calendar year. 

With the US market up at least 20%, you may have experienced similar gains. By gifting these assets to Baldwin Wallace, you gain a valuable charitable deduction, avoid capital gains and help BW continue to offer exceptional opportunities to our students.
Transfer instructions and contact information are available below for your consideration.
Thank you.
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 Transfer Instructions for Gifts to Baldwin Wallace University
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ELECTRONIC TRANSFER OF PUBLICLY TRADED SECURITIES:
 
Agent:
Raymond James
DTC Number:
0725
Account Number:
23823367
Account Name:
Baldwin Wallace University Donation Account
B-W Tax ID Number:
34-0714629
Contact person:
Deborah Marks @ (440) 471-8444

                                  

WIRE TRANSFER OF CASH:
 
Receiving Bank:
Citibank, NA, 111 Wall St, NY, NY 10043
ABA Routing Number:
For Credit to:
021-000-089
Raymond James & Associates, Inc.
Account Number:
40776559
For Benefit of:
 
Citibank Client Services contact:
Baldwin Wallace University Donation Account #23823367
(201) 763-4820

 

TRANSFER OF CLOSELY-HELD STOCK:
Physical certificates must be tendered to original issuing Agent, usually the company, for physical re-registration. We will provide instruction as to title (name) on certificate. Title should be: “Baldwin Wallace University.” You may also need to provide our mailing address. 

Mailing address: Baldwin Wallace University Development Office, 275 Eastland Road, Berea, OH 44017. Additional contact at BW: Marylou Hunter, (440) 826-2136 or (888) 292-2586, Ext. 2136 or mhunter@bw.edu.
11/14/2013
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