our future
Planned Giving
- Support a cause that's important to you with a charitable gift
- Put your assets to work with our tax-efficient charitable strategies
- Take advantage of the many tax benefits of making a gift
Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Eastern University.
Benefits of gifts of stocks and bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Further our mission today
How to make a gift of stocks and bonds
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Eastern University.
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.
To make a stock gift, please give your broker the following information:
Wells Fargo Advisors for the account of Eastern University
Account #20725227
DTC #0141
Eastern University's contact for Wells Fargo Advisors is:
Robert Null
Senior Financial Advisor
610-989-3061
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo Advisors does not provide tax or legal advice.
If you have questions about making a gift of stock, or wish to establish a planned gift (such as an income-retained gift), please contact:
Office of Advancement
Phone: 610-341-5932
Email: [email protected]
More on gifts of stocks and bonds
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean 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.
Contact us
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
