LAWRENCE UNIVERSITY
STOCK TRANSFER INSTRUCTIONS
Donors may instruct brokers and trust officers to transfer securities intended for charitable contributions to Lawrence University’s account at Robert W. Baird and Company in Appleton, Wisconsin.
The numbers required to accomplish the transfer are the DTC number, which represents Baird’s identification code for wire transfers, and the Lawrence University account number. Our broker at Baird is Tom Gottsacker, his assistant is Stephanie Scheibel and both may be reached at 920-830-3600.
DTC 0547
Account 5084-0769
It is helpful if the donor’s broker notifies Lawrence of the intended transfer. Alice Boeckers is the staff member who tracks such transactions, and she may be reached at 920-832-6517.
In some instances, Lawrence’s Federal tax identification number may also be required. That number is 39-0806297.