1. Advise your broker of intent to gift securities to CWRU
2. Instruct the broker to call the Department of Advancement Services at 216.368.8552 or email stockgifts@case.edu for further instructions
Donating Marketable Securities
The university welcomes gifts of marketable securities such as stocks and bonds and also mutual funds. The Department of Advancement Services receives and liquidates marketable securities and offers the services of a staff member to discuss or confirm electronic delivery instructions with a donor’s broker. A donor should advise his/her broker of intent to gift securities to CWRU and then instruct the broker to call the Department of Advancement Services at 216.368.8552 or email stockgifts@case.edu for further instructions
The Department of Advancement Services staff also can provide instructions for the transfer of physical stock certificates. Please call 216.368.8552 or email stockgifts@case.edu for assistance.