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
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
ABA 021 000 089
FBO Morgan Stanley Smith Barney
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 email@example.com 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, firstname.lastname@example.org.
The date of the gift is the date the shares or cash are received into the WesternU account.