Stock Transfers
STOCK DONATION / Transfer Instructions
Thank you for your donation to the Texas Woman's University Foundation in support of TWU. Please contact your broker to initiate a transfer through their DTC clearing house account. DTC will allow for direct transfers of stock between brokers. The broker should also include references to the donor and fund for which the donation is to be designated.
Account Name: Texas Woman’s University Foundation
Account Number: 9133-2911
Receiving Firm: Charles Schwab & Co., Inc.
DTC Clearing: 0164
DTC Code: 40
We often do not receive information from the broker when stock gifts are received even if you have requested this information be provided. To ensure your gift is properly credited in a timely manner, please complete the information below and email this document to twufoundation@twu.edu. You may also call (940) 898-3894 with this information.
Donor Information
Name: _____________________________________________________
Address: _____________________________________________________
Phone Number: _____________________________________________________
Stock Information
Name(s) of Shares: _____________________________________________________
Ticker Symbol or Cusip #: _____________________________________________________
Number of Shares: _____________________________________________________
Transfer Agent Name: _____________________________________________________
Transfer Agent Phone #: _____________________________________________________
Designation/Purpose: _____________________________________________________
QUESTIONS
Carmen Fisher Lisa Rampy
Foundation Accountant Interim Executive Director
cfisher7@twu.edu lrampy@twu.edu
940-898-3529 940-898-3870
Thank you for your support of Texas Woman’s University!