OUTRIGHT GIFTS OF STOCKS AND/OR BONDS
Donors need to contact their broker stating they want to gift
(XXX) shares of (XXXXXX) stock(s) to Case Western Reserve University
(Frances Payne Bolton School of Nursing) for this/these purpose(s).
Donors' brokers should call or email Tony Fatica in the University
Treasurer's Office at 216-368-3253 or 1-800-315-3863 for DTC transfer instructions.
The Treasurer's Office will fax the broker the instructions.
Should Tony Fatica not be available due to illness or vacation,
please ask for Twyla Miller at 216-368-5399.
MUTUAL FUNDS
The Treasurer's Office has put together information for 4 of
the 5 largest mutual fund families to help facilitate donors
who intend to gift non-retirement mutual fund shares to the
university. The four mutual fund families for which the Treasurer's
Office has gathered information are:
These four mutual fund families were chosen for their popularity
and the relative simplicity for facilitating a donation. Several
other large mutual fund families were researched, but the process
seems too involved and burdensome for most donors.
Please call or email Tony Fatica at 216-368-3253 or 1-800-315-3863
for any questions regarding the above information.
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