Stock Transfers
Please allow at least 5 business days to complete the transaction by the end of the year. Mutual Fund transfers take 10-14 business days. Thank you for your interest in making a charitable contribution to Lawrence University in the form of a securities transfer. Your financial advisor or trust officer can assist you in making a gift of securities via a direct transfer to Lawrence. It is helpful to notify Lawrence of intended transfers and eventual use of funds as this information and donor names are not always included with the transfer; please notify Jenny Ziegler in the Development Office at 920-832-6885, or email at jenny.ziegler@lawrence.edu. Please note the following information:
Broker: BMO Harris Bank N.A./Trust
Account Name: Lawrence University Stock Gifts Clearing
Account: 98-711943AB6
Stock DTC: 0992
Mutual Fund DTC: 5409
Lawrence Tax ID#: 39-0806297
Free Delivery/Receipts Contact: WOS_MKE_Booking@fisglobal.com
Contact Information: 414-255-1906 or trustandcustody@midwestinstitutionaltrust.com
For assistance with mutual fund transfers, please contact FIS Wealth Outsourcing Solutions: 920-497-5274 or WOS_MKE_Mutual.Fund.Transfers@fisglobal.com.
Wire Transfers
It is helpful to notify Lawrence of intended transfers and eventual use of funds as this information and donor names are not always included with the transfer; please notify Jenny Ziegler in the Development Office at 920-832-6885, or email at jenny.ziegler@lawrence.edu. Please note the following information:
Receiving Bank Name: Chase, Wisconsin
Receiving Bank ABA Number: 021000021
Swift Code: CHASUS33
Beneficiary Name: Lawrence University
Beneficiary Account Number: 510100319
Dollar Amount: $_______________
Additional Reference: Please indicate name of person wire is coming from and reason for wire.
BBI: Chase, Appleton
Qualified Charitable Distribution (IRA Charitable Rollover)
You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. A Qualified Charitable Distribution is a way you can help continue our work and benefit this year.