Gifts of Securities

Making a gift of a security?

1. Advise your broker of intent to gift securities to CWRU

2. Instruct the broker to call the Office of Investments at 216.368.4306 for further instructions

Donating Marketable Securities

The university welcomes gifts of marketable securities such as stocks and bonds and also mutual funds. The Office of Investments 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 Office of Investments at 216.368.4306 for further instructions

The Office of Investments staff also can provide instructions for the transfer of physical stock certificates. Please call 216.368.4306 for assistance.