Charitable gifts of securities are great ways to support Wittenberg University and reduce personal capital gains or estate taxes!  If you have any questions, please contact Rick Stenberg, Director of Major & Planned Giving, electronically rstenberg@wittenberg.edu or by phone (937) 327-7460.

 

Transfer Instructions for Broker-Held Securities

Please direct your wire to:

                 The Northern Trust Company
                 DTC Participant # 2669
                 Park National Bank Custodian Account # 17-88268
                 FBO: Wittenberg University, Gift Account # A1578-1

                 (Wittenberg Federal Tax ID #31-053-7177)

OR

                 Fifth Third Bank
                 DTC Participant # 2116
                 FFC A/C# 010004438842
                 A/C Name: Wittenberg University – Gift Account
                 Agent Bank # 10016           

                 (Wittenberg Federal Tax ID #31-053-7177)

Please contact Rick Stenberg, Director of Major & Planned Giving, electronically rstenberg@wittenberg.edu or by phone (937) 327-7460, and provide the following information:

 
• Donor's Name
• The broker's name, firm and contact information
• Stock to be transferred and number of shares
• Expected transfer date
• Purpose of gift
• The bank/transfer instructions selected (from above) for handling the transfer

Transfer Instructions for Individually-Held Certificates

IF you have possession of stock certificates, please contact Rick Stenberg, Director of Major & Planned Giving, electronically rstenberg@wittenberg.edu or by phone (937) 327-7460.