What are Planned Gifts?

Retirement Plans

Testimonials

Making a Bequest

Giving Securities . . .

By Mail

By Phone

In Person

Tax Advantages

Special Times to Give

Real Cost Calculator

Establishing a Charitable . . .

Remainder Unitrust

Gift Annuity

Deferred Paymt Gift Annuity

Remainder Annuity Trust

Planned Gift Calculator

Giving Securities by Phone

If your broker or bank holds your securities:

1. Instruct your bank or broker to transfer your gift of securities to Washington University electronically. To use an electronic transfer, ask your broker to call the Washington University Investment Accounting Department at 314/ 935-5761 for routing instructions.

2. Write a brief note identifying yourself (name, address, phone number) and describing the number of shares, the name(s) of the stock(s), your broker's name and phone number, and the School within the University or purpose to which you wish to direct your gift. Mail your note on the same day to: