Stock Transfer Information Sheet


If you intend to transfer securities to establish a planned gift, please see instructions here for contacting the Office of Gift Planning.


Electronic Transfer of Stock to the University through: 


Wilmington Trust Brokerage   (an affiliate of M&T Bank)

Contact: Elizabeth Liz Hudgens

Baltimore , Maryland   


DTC#  0990      

W&Ls Account #  1046108

Account Name: Washington and Lee University


Personal Information


Alumnus/a   Class Year:



Daytime Phone:

Stock Transfer Information

Name of Stock:

Symbol, if known: 

Number of Shares:    

Approx. Value:     

Please note: Washington and Lee values stock gifts using the mean value of the stock on the date of gift.

Designation of Gift:

Annual Fund


      Please specify capital designation:


     Please explain:


Is this a payment on an existing commitment: Yes   No


Broker's Name:

Broker's Phone Number:


How will stock be conveyed?

Electronic Transfer

Stock Certificates and Stock Power Assignment Forms in donor's name

Stock Certificates in Washington and Lee's name

Will this gift be matched? If so, please enter your employer's name:

Any Additional Comments?