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Wright State University Foundation, Inc. Attn: Robert T. Batson, Assistant Treasurer 3640 Colonel Glenn Highway Dayton, OH 45435-0001
Under separate cover, deliver or send to the same address a signed stock power executed in blank for each security,
along with a copy of your letter of transmittal. Blank stock power forms may be obtained from your bank, your broker, or the
WSU Foundation.
Please Note:
For expedient handling, do not write WSU's name as transferee on the stock certificate.
Securities Held By Your Bank Or Broker
The WSU Foundation request donors who wish to give securities held at a bank or brokerage firm to have the securities transferred electronically to the WSU's Foundation.
First, notify Tendi Rukunda at the WSU Foundation (phone 937-775-2766 or 800-535-0688,
(937) 775-2251) of the planned gift of securities. Give your name, address,
name of security, number of shares to be given, date of the planned transfer,
purpose/designation of
your gift, and name and phone number of your bank or broker.
Instruct your bank or broker to do a DTC free delivery transfer to the Foundation's account at Merrill Lynch:
DTC 5198 for the account of 666 04219 in the name of Wright State University Foundation, Inc.
Valuation The effective date of your charitable gift is the date the securities pass unconditionally from your control. For example, if you mail stock certificates to the WSU Foundation, the gift is effective on the date of mailing (e.g. postmark). If you transfer stock to the WSU Foundation through electronic transfer, the gift is effective on the date the shares are actually transferred to the Foundation's account. For listed securities, the gift value is based on the mean of the market -- the average of the high and low quotations -- on the official gift date.
Donors should consult with their attorneys and/or accountants before making substantial charitable gifts.
WSU Foundation, Inc. Federal Tax ID number: 23-7019799
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