Gonzaga University

Gonzaga University | 502 East Boone Avenue | Spokane, WA 99258-0102 | (800) 986.9585

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Making a gift of securities (stocks, bonds or mutual funds) can have advantages for you and Gonzaga University.

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 gains tax on the appreciation.

Procedures for donating securities depend on how you hold them. In each case, we ask that you notify us of your intent to make a gift of securities so that we can track the gift and assure its proper completion. This will also ensure that you receive accurate and timely acknowledgement of your gift for income tax purposes.

If the stock is held by your broker or commercial banker, an electronic transfer to Gonzaga’s brokerage account is the most efficient method of transfer, especially at year-end. (click here for Electronic Transfer Instructions)
If the securities are held in certificate form, there are several methods for assuring safe transfer of the securities to Gonzaga - please contact us!
For gifts of mutual funds, please contact us first, because procedures may vary slightly with each mutual fund company. Please allow 4-6 weeks for this process, especially if you wish to contribute mutual funds by December 31st of a calendar year, for tax purposes.

Please contact the Office of Planned Giving to notify us of your intention to make a gift of securities or mutual funds; we can make the process as simple as possible. To facilitate the process, please have this information available:

Name of the stock/mutual fund gifted
Number of shares
Designation of the gift
Approximate date of expected gift

Contact us at:

Office of Planned Giving
Gonzaga University
502 East Boone Avenue
Spokane, Washington 99258-0098
Toll Free: (800) 388-0881
Phone: (509) 313-6141
Fax: (509) 313-6144
E-mail: plannedgiving@gonzaga.edu

Electronic Transfer Instructions

Provide your broker or bank 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 - Amelia O'Brien
Fax: (509) 838-8968

2. The University's Account #: 890-00523-10-146
3. The University's Tax ID #: 91-0236600
4. Stocks should be made out to: The Corporation of Gonzaga University
5. 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

Note: You may wish to have your broker or account representative contact us prior to a transfer to ensure they are comfortable with the delivery instructions and to advise us of the pending delivery.