Ways to Give
Ways to Give | Deferred or Planned Gifts | Named Gifts | Matching Gifts
Giving Appreciated Securities
To transfer appreciated securities electronically to the George Mason University Foundation, please instruct your broker to make the transfer to the account below:
Smith Barney Citigroup Institutional Consulting
Account Name: George Mason University Foundation
Account # 179-18035-11-376
DTC Number 0418
The donor's broker must notify Bruce Wall when the transfer takes place at 1-202-861-5058.
His contact information:
Bruce R. Wall
Citigroup Institutional Consulting
1050 Connecticut Ave NW, Suite 800
Washington, DC 20036
Phone: 202-861-5058 Fax:202-861-5001
Email: bruce.r.wall@citigroup.com
Please notify the Mason Foundation or Development Office in writing of the following:
- name of your broker's company
- type of stock our broker should expect
- number of shares being transferred
- approximate date of expected transfer
- purpose of the gift within the university
You may also send a copy of your written instructions to your broker.
Federal Tax Number: 54-1603842
If you choose to give the certificates yourself, we can accept certificates in the mail or in person.
For more information, please contact us.