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Gifts of Stocks and Securities

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

For the Wire Transfer of Stock

Financial Institution: Smith Barney Citigroup
DTC#: 0418
Account Number: 527-05522-18-545
For the Benefit of: Western University of Health Sciences
Telephone Number: 909-625-0781
Contact Name: Kevin Salveson

For the Wire Transfer of Cash

CITIBANK N.A.
ABA 021 000 089
FBO CITIGROUP GLOBAL MARKETS INC.
A/C 306-04518
FOR FURTHER CREDIT TO
Western University of Health Sciences
Smith Barney Account No. 527-05522-18-545


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 Olive Stephens, Planned Giving Administrator, for Advancement, (909) 469-5211, ostephen@westernu.edu.


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

Last Updated:05/05/2009