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:

Charles Schwab & Co., Inc.
Account Name: George Mason University Foundation
Account # 3740-4581
DTC Number 0164, Code 40

The donor's broker must notify Bruce Wall when the transfer takes place at 301-998-0323.
His contact information:

Bruce R. Wall
Convergent Wealth Advisors
2600 Tower Oaks Boulevard
Suite 300
Rockville, MD 20852-4246
Phone: 301-998-0323, Fax: 240-778-2927
Email: Bruce.Wall@ConvergentWealth.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.