Western University of Health Sciences Advancement Western University of Health Sciences
Advancement

Stocks & Securities

The following explains how to donate stock to Western University of Health Sciences.

 

For the Wire Transfer of Stock

 

Financial Institution: Morgan Stanley Smith Barney
DTC#: 0015
Account Number: 527-106394-180
For the Benefit of: Western University of Health Sciences
Telephone Number: 909-625-0781
Contact Name: Jeffrey Grant

 

For the Wire Transfer of Cash

 

CITIBANK N.A.
ABA 021 000 089
FBO Morgan Stanley Smith Barney
A/C 40611172
FOR FURTHER CREDIT TO
Western University of Health Sciences
Smith Barney Account No. 527-106394-180

 

In order for Advancement to appropriately identify the donor of a wire transfer of stock or cash, at the time the transfer is made, please send an e-mail to mmcgowan@westernu.edu giving the following information:

 

Your name, address, and phone number;
Date of transfer;
Name of the stock and number of shares or amount of cash being transferred; Any special instructions regarding the gift.

 

For more information you may contact Tim Bamrick, MA, Certified Planned Giving Specialist, (909) 706-3455, tbamrick@westernu.edu.

 

The date of the gift is the date the shares or cash are received into the WesternU account.