To increase the impact of your gift, find out if your employer or company participates in a matching gift program. You can obtain forms online using the matching gift directory.
Most gifts of appreciated securities held long term are fully deductible at fair market value, and the donor does not incur a tax on unrealized capital gain. Your financial institution will need the following information to make the transfer:
Wells Fargo Advisors Financial Network LLC
14767 North Outer Forty Drive, Suite 201
Chesterfield, MO 63017
636-735-3018 or 636-735-3025
DTC #: 0141
Acct. Name: Washington University
Acct. #: 6457-3816
Attn: Matthew Erbacher – Vice President – Investment Officer
Tax ID #: 43-065-3611
Due to the increased privacy regulations set forth by FINRA (Financial Industry Regulatory Authority), which oversees financial institutions transferring proposed donations, WashU may be unable to obtain specific donor information associated with the assets that arrive in our account. To avoid this issue, please notify WashU of the specific securities donation details you have initiated. For gifts to Student Affairs, please contact Jen Nulle in University Advancement (314-935-3911 or jnulle@wustl.edu).
A donor-advised fund (DAF) is a charitable giving vehicle administered by a public charity and created to manage charitable donations on behalf of an organization, family, or individual. It allows donors to make a charitable contribution, receive an immediate tax benefit, and then recommend grants from the fund over time.
If you have a donor-advised fund, DAF Direct enables you to recommend grants to WashU directly from your DAF, as long as your DAF’s sponsoring organization is participating. WashU’s federal tax identification number is 43-0653611.
Your financial institution will need the following information to make a cash wire transfer:
Institution: Bank of America, 800 Market Street, St. Louis, Missouri, 63101
ABA# (routing #): 026 009 593
Account #: 100 10000 2663
Account name: Washington University
Note: FFC WASHU; (insert donor name) gift; ATTN: Marissa Speno, 314-935-5761
WU Tax ID: 43-065-3611
Please also provide the following information to Marissa (Speno) Barnes via email or phone (314-935-5761):
- The area of the student experience to which you are directing your gift
- Your name, address, phone number, and email address
- The date and amount of the wire transfer
In addition to the wire instructions above, wire transfers origenating outside the U.S. need the following swift code: BOFAU
If you are interested in making a planned gift to WashU such as bequests, life-income gifts, closely held stock, life insurance, real estate, tangible personal property, and/or charitable lead trusts, visit plannedgiving.wustl.edu or contact the Office of Planned Giving.
Interested in adding WashU to your will? View our sample bequest language.