Stock Transfers
Please allow at least 5 business days to complete a transaction. Mutual Fund transfers take 10-14 business days. Your financial advisor or trust officer can assist you in making a gift of securities via a direct transfer to Lawrence. It is helpful to notify Lawrence of intended transfers and eventual use of funds as this information and donor names are not always included with the transfer.
To receive the required banking information and to inform the university of an upcoming transfer, please contact one of the following in the ÃÛÌÒAV Advancement Office:
Claire Gwaltney
Phone: 920-832-7307
Email: claire.e.gwaltney@lawrence.edu
Jenny Ziegler
Phone: 920-832-6885
Email: jenny.ziegler@lawrence.edu
For assistance with stock transfers, please contact Midwest Institutional Trust Services:
Midwest Institutional Trust Services
Phone: 414-255-1906
Email:
For assistance with mutual fund transfers, please contact FIS Wealth Outsourcing Solutions:
FIS Wealth Outsourcing Solutions
Phone: 628-268-3648
Email: WOS_MKE_Mutual.Fund.Transfers@fisglobal.com
Qualified Charitable Distribution (IRA Charitable Rollover)
You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. A is a way you can help continue our work and benefit this year.
Donor Advised Fund (DAF)
With a , you can make gifts to Lawrence during your lifetime, and your loved ones can carry on your legacy of giving, creating lasting impact.
ACH or Wire Transfers
To receive the required banking information and to inform the university of an upcoming transfer, please contact one of the following in the ÃÛÌÒAV Advancement Office:
Claire Gwaltney
Phone: 920-832-7307
Email: claire.e.gwaltney@lawrence.edu
Jenny Ziegler
Phone: 920-832-6885
Email: jenny.ziegler@lawrence.edu
Please also include the name of the person the transfer is coming from and the purpose of the gift.