Northwestern welcomes gifts of stock or other marketable securities. Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. However, you may also transfer certificates directly.
You may e-mail questions about giving stocks and appreciated assets as gifts to email@example.com. To help you facilitate a gift of stock, please use the following instructions.
Delivering Stock/Bond Certificates Electronically
The account information needed to transfer stock to Northwestern is below. If you wish to enable your broker to facilitate an electronic transfer of stock for you, please call April Moreton at 651-286-7773 to let her know you've authorized your broker to make this transfer. We can then watch for this transfer to come through.
Broker: Edward Jones
Investment Rep: Bob Barmore
Phone Number: 651-633-8998
DTC Number: 0057
Account Name: University of Northwestern
Account Number: 401-04791-1-3
Any other questions about gifts of marketable securities may be directed to firstname.lastname@example.org or call 651-286-7773.