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To electronically transfer securities to Western New England University, please instruct your broker or mutual fund company (if you own the mutual fund shares directly) to transfer the securities to the Western New England University account at Raymond James & Associates.  Your broker or mutual fund company will need the following information, which you can receive from the University using the contact information listed below:

  • Western New England University Raymond James & Associates account number
  • Raymond James & Associates DTC number
  • Raymond James & Associates Financial Services tax ID number
  • Raymond James & Associates contact person(s)

Please also provide us, in the way most convenient for you (e-mail, telephone, letter), the following information to ensure that your gift is processed and credited properly (the letter should be sent to the address listed in the contact information below):

  • The donor's name
  • What securities are being donated
  • The number of shares
  • The purpose of the gift (whether the gift should be used for a specific purpose or whether it is an unrestricted gift to be used for the University's most pressing needs)
  • The name and phone number of the donor's broker or mutual fund company

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  • The stock or bond certificates should be mailed to Western New England University at the contact address listed below.
  • The donor must sign the back of the certificates and sign them over to Western New England University.  You will need to have them stamped with a Medallion Guarantee, which can be supplied by a bank or credit union.
  • Include a signed and dated letter stating specifically what is being donated and the purpose of your gift (whether the gift should be used for a specific purpose or whether it is an unrestricted gift to be used for the University's most pressing needs).  

Mail the securities and the letter describing the gift and purpose to the contact address listed below.

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  • Some mutual fund companies issue printed certificates.  If this is the case for your mutual fund, ask your broker or the mutual fund company (if you own the shares directly) to make the certificate(s) payable to Western New England University.   
  • Mail the certificate(s) to the contact address listed below.  Include a signed and dated letter stating specifically what is being donated and the purpose of your gift (whether the gift should be used for a specific purpose or whether it is an unrestricted gift to be used for the University's most pressing needs). 

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For donor recognition purposes, the value of any publicly traded security will be determined on the date of the actual transfer to a College owned account.  The high price and low price for that date will be averaged and multiplied by the number of shares or units to arrive at the donated value.  For tax purposes, please contact your tax advisor or broker.

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For further information please contact one of the following individuals:

David Sterling
Director of Advancement Operations
Western New England University
1215 Wilbraham Road
Springfield, MA 01119-2684
Phone:  413-796-2231
Fax:  413-796-2163
Email: dsterlin@wne.edu

Elizabeth Simpson
Assistant Director of Gift Planning
Western New England University
1215 Wilbraham Road
Springfield, MA 01119-2684
Phone:  413-796-2108
Fax:  413-796-2163
Email: esimpson@wne.edu