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Instructions for Giving Mutual Funds

The benefits of giving shares of mutual funds are similar to those of giving appreciated securities, but the process takes a little longer.

If you plan to make a year-end gift, we recommend beginning the process by mid-November so as to allow four to six weeks for the transaction.

Please provide the following information, and we will contact you with information on how to give your shares of a mutual fund.

Your information

Donor Name:
 


Email address:
 


Phone:

Fund(s) your gift
will support:



Bank/broker information

Bank/broker name:

Phone number:

Firm:

Mutual fund name:

# of shares/$ value:



 


If you prefer not to use this online form, please contact KU Endowment Assistant Treasurer Stacy Nuss at 785.832.7419 or toll free at 800.444.4201 to provide your gift information and receive information on how to give your shares of a mutual fund.