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 Ñî¹óåú´«Ã½ÊÓƵ 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 Ñî¹óåú´«Ã½ÊÓƵ. It is helpful to notify Ñî¹óåú´«Ã½ÊÓƵ 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:Â BMO Harris Bank N.A./Trust
Account Name: Ñî¹óåú´«Ã½ÊÓƵ Stock Gifts Clearing
´¡³¦³¦´Ç³Ü²Ô³Ù:Ìý 98-711943AB6
Stock DTC:Â 0992
Mutual Fund DTC: 5409
Ñî¹óåú´«Ã½ÊÓƵ 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 Ñî¹óåú´«Ã½ÊÓƵ 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: Ñî¹óåú´«Ã½ÊÓƵ
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 is a way you can help continue our work and benefit this year.