Thank you for your interest in making a charitable contribution to Lawrence University in the form of a securities transfer. Your financial advisor or trust officer can assist you in making a gift of securities via a direct transfer to Lawrence. It is helpful for Lawrence to be notified of intended transfers and eventual use of funds. Please contact Amy Tesch in the Development Office at 920-832-6517, or email at firstname.lastname@example.org. Please note the following information:
Broker: BMO Harris Bank N.A./Trust
Account Name: Lawrence University Stock Gifts Clearing
Stock DTC: 0992
Mutual Fund DTC: 5409
Lawrence Tax ID#: 39-0806297
Free Delivery/Receipts Contact: WOS_MKE_Booking@fisglobal.com
Relationship Coordinator: Eric Witthuhn, BMO Harris Bank N.A.
Contact Information: 414-287-8789 or email@example.com
For assistance with mutual fund transfers, please contact FIS Wealth Outsourcing Solutions: 920-497-5274 or WOS_MKE_Mutual.Fund.Transfers@fisglobal.com.
Receiving Bank Name: Chase, Wisconsin
Receiving Bank ABA Number: 021000021
Swift Code: CHASUS33
Beneficiary Name: Lawrence University
Beneficiary Account Number: 510100319
Dollar Amount: $_______________
Additional Reference: Please indicate name of person wire is coming from and reason for wire.
BBI: Chase, Appleton
Qualified Charitable Distribution (IRA Charitable Rollover)
You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. A Qualified Charitable Distribution is a way you can help continue our work and benefit this year.
A charitable gift from your estate enables you to achieve your financial goals and give back to Lawrence. From gifts that generate income for yourself and your family to tax saving benefits with flexibility, learn more about how planned gifts allow you to achieve your philanthropic goals.
- Gifts from a will or trust
- Gifts from a retirement plan
- Gifts of life insurance
Charitable Gift Annuity
Gift of Real Estate
Many employers sponsor matching gift programs and will match any charitable contributions made by their employees. Eligible supporters may include:
- Full-time or part-time employees
- Retired employees
- Spouses of employees
- Board members or directors