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gifts of securities

How to make your securities gift

You can make a securities gift to the UW-Eau Claire Foundation (1) via electronic transfer OR (2) by mailing the security certificate directly to the Foundation:

Electronic transfer

Sign a transfer authorization, a letter of instruction providing the security name and number of shares to be gifted, and a stock power form.

You will need to provide the UW-Eau Claire Foundation's brokerage information to your broker or bank. The Foundation has the following brokerage accounts:

Orgel Wealth Management
2420 Rivers Edge Drive
PO Box 1570
Eau Claire, WI 54702-1570
Advisor: Mark Orge|
Assistant: Wendy Yohnk
Phone: 715-835-6525 or 1-855-674-3596
Account Number: Q28-122721
DTC#: 0443

Wells Fargo Advisors LLC 
Markin Financial Group
4935 Keystone Crossing 
Eau Claire, WI 54701
Advisor: Michael Markin 
Assistant: Jodi Fische
Phone: 715-832-5500 or 1-866-825-6171
Account Number: 6243-1524
DTC#: 0141

NOTE: It is critical that you notify Coby Kohn, Foundation Chief Financial Officer, of your intent to give stock and securities so that he can track your gift. Contact Mr. Kohn at 715-836-2000 or kohncoby@uwec.edu.

 

- OR -


Mail security certificate and stock power form

In separate envelopes, send the following to the UW-Eau Claire Foundation: (1) the security certificate WITHOUT an assignment or endorsement; and (2) a signed stock power form with a guaranteed signature by a bank officer or stockbroker. On the stock power form, write “University of Wisconsin-Eau Claire Foundation” in the blank following the words “hereby sell, assign and transfer unto.”

Both documents required in Option 2 should be sent via certified mail to:

UW-Eau Claire Foundation
105 Garfield Ave., 214 Schofield Hall
Eau Claire, WI 54701

Receipt procedures

If securities are mailed directly to the UW-Eau Claire Foundation, the gift is effective on the date of mailing. If the securities are mailed directly to a brokerage account, the contribution is not complete until the gift is received into the brokerage account of the UW-Eau Claire Foundation.

The gift value is calculated by using the median price between the high and low prices on the date of the gift.

The UW-Eau Claire Foundation will issue the donor an official receipt for tax purposes with the gift value. In addition, the Foundation will provide a Form 8283, if requested by the donor.

This gift value is the amount that will be transferred to the UW-Eau Claire Foundation fund designated by the donor.

For more information

If you have questions about a securities transfer, contact Coby M. Kohn, Chief Financial Officer, at 715-836-2000 or kohncoby@uwec.edu.

 

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