Stocks / Securities - Gonzaga University

Making a stock gift is an easy and tax-wise way to invest in Gonzaga. A gift of appreciated securities saves taxes twice. You may receive an income tax deduction for the full market value of the donated shares if you've held the securities for more than one year, and you may avoid capital gain tax on the appreciation.

You will need to provide your broker with the following information:

1. Gonzaga University's Broker:
Kevin West
Smith Barney
717 W Sprague, 5th Floor
Spokane, WA 99201

Phone: (509) 455-6096 â€“ Amelia O'Brien
Fax: (509) 838-8968

The University's Account #: 890-00523-10-146

The University's Tax ID #: 91-0236600

Stocks should be made out to: The Corporation of Gonzaga University

If your broker is someone other than Smith Barney, they will need the following DTC#: 0418

The University also has an account with Merrill Lynch.
Contact: Tom Cresswell
Phone: 458-4305
Account: 34004080

It is critical when making gift of stock that you alert Gonzaga University in advance, so that the gift will be properly credited when received. To advise of an anticipated stock gift, please send a fax, letter, or e-mail to the Office of University Relations with the following information:

Your name
Name of the stock gifted
Number of shares
Designation of the gift
Approximate date of expected gift

Please send this information to:

Office of University Relations
Gonzaga University
502 East Boone Avenue
Spokane, Washington 99258-0098
Toll Free: (800) 463-6925
Phone: (509) 313-5995
Fax: (509) 313-6384
E-mail: giftinfo@gonzaga.edu

If you have the stock certificate(s) in your possession or would like to gift a mutual fund, please contact University Relations, by using the contact information provided above.