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:
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
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
- 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
• 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 firstname.lastname@example.org.