Securities/Stocks
Gifts can be made to The Walsh Fund by electronic transfer through your broker. The full market value of your gift is deductible, and you avoid capital gains taxes on your gift.
Should you choose to make your gift to The Walsh Fund by this method, please notify your broker that you wish to make a DTC transfer. Please ask your broker to notify us, as your name will not be attached to the transfer.
Walsh University account
Bank or firm
Location
Broker's Name
WU tax ID #
WU account #
DTC #
Gift date_______________ (this is the date the stock hits the Walsh account)
Contact Bridgette Neisel, Vice-President of Advancement and University Relations at 330-490-7337 when your transfer is made or if you have further questions.
Matching Gifts
The value of your gift to The Walsh Fund is increased by as much as three times if the company where you or your spouse works has a Matching Gift program. Check with the Human Resources or Personnel office for a matching gift form; fill out the employee section and send it to Walsh along with your gift or pledge. We'll take care of the rest.