Stock Notification Form

Thank you for considering a gift of stock to Illinois Wesleyan University! Fill out this form to ensure your gift supports the area you care about most.

IWU Information:

Legal Name: Illinois Wesleyan University
Tax ID: #37-0662594
Address: 1312 Park St., Bloomington, IL, 61701
Email: jfish2@iwu.edu
Phone Number: (309) 556-3861

Broker Institution: Wells Fargo Advisors
Broker Institution Address: 1705 Tullamore Suite B, Bloomington, IL 61704
Brokerage Account Number: 3983-4768
Electronic Transfer Number (DTC): 0141

Instructions for transfers by certified mail: If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

Your Information

First Name

Preferred First Name

Last Name

Email Address

Phone Number

Spouse Information

First Name

Last Name

Address

Country

Street

City

Region

Postal Code

Stock Information

Stock Name

Number of Shares

Stock Ticker

Broker Name

Broker Institution

Broker Phone

Broker Email

Expected Date of Transfer

Designation

Other Designation

Donor Signature(s):
Please type your name and spouse’s name, if applicable.

I / We intend to give the above-referenced stock to Illinois Wesleyan University as a charitable contribution.

Disclaimers

This form is not a receipt of your charitable donation.
Once the electronic transfer has been completed, we will determine the fair market value* of the securities being transferred and prepare the gift receipt.
This information is not intended as tax, legal, or financial advice. Gift results may vary. Consult your personal financial advisor for information specific to your situation.

*The value of a charitable gift of stock is determined by the average between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. The date of the gift is the date the charitable organization receives the asset. Consult your broker for more information on the timing of the transfer.