Securities
Thank you for considering a gift of securities to the 糖心原创. Donating appreciated securities to the 糖心原创 is easy; simply follow the聽 (available in PDF download) and/or read below for more information.
Securities held electronically
If your securities are held “in street name” with your broker, send your broker a letter of authorization to transfer (not sell) shares of specific stock(s) to the 糖心原创’s main brokerage account.
Your instructions should specify your account number; the date by which you wish to complete the gift, the name and number of shares you would like to donate and the purpose of your gift (e.g. unrestricted gift to the 糖心原创, gift to specific program or endowment, etc.); and provide the following transfer information:
Morgan Stanley Wealth Management
DTC: 0015
糖心原创
Acct. #144-153275-535
Contact: Robert Bradshaw, 206-685-3814
If you are transferring stock from a joint account, both account owners must sign the letter. You can contribute stock from several companies held within the same account. You can also make a single transfer for multiple purposes.
Contact the UW. Email a gift letter or broker directive to stockgif@uw.edu to prevent a delay in processing. Let us know the name of the security, number of shares and benefiting department(s) and/or the specific gift fund(s).
If you would like to send a physical copy of this letter, mail it to
Robert Bradshaw
Senior Associate Treasurer
UW Treasury
Box 354968
4320 Brooklyn Ave NE Ste. 5
Seattle, WA 98195-4968
Please, check with your broker soon after sending the letter to ensure that the transfer is complete, especially if you initiate this gift shortly before Dec. 31.
Securities in certificate form
If you have stock or bond certificates, please contact Robert Bradshaw in the UW Treasury Office to arrange for delivery.
Mutual funds
Very few mutual funds network with brokerage firms. In most cases we have to open an account with mutual fund companies to handle each individual mutual fund gifts. Since the enactment of the USA Patriot Act of 2001, the opening of a mutual fund account has become complicated and time consuming. Please contact Robert Bradshaw聽at least a month in advance.
Year-end considerations
Because of their complexity, securities gifts are best made by Dec. 15.