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Giving to Wright State

Securities Transfer Instructions

Many supporters choose to make charitable gifts by transferring securities to the Wright State University Foundation, because it can be a wonderful way to help students and possibly reduce personal capital gains or estate taxes. We appreciate your interest in supporting the university through a gift of stock.

Please contact—or ask your financial adviser or broker to contact—the Wright State University Foundation at (937) 775-2766 with the following information: 

  • Full name and address of donor
  • Name of brokerage firm and financial adviser who will handle the transaction
  • Name of the stock or security, including symbol
  • Number of shares and date you plan to contribute
  • Intended date of transfer

To initiate the electronic transfers of stocks or bonds, please use the following as our DTC information:

Merrill Lynch

DTC Participant: 8862 

Account Name: Wright State University Foundation, Inc.

Account: #666 04219

How to Donate Securities to Wright State University (PDF)