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. Mutual fund shares cannot be electronically tranferred via the standard DTC instructions. If you plan to make a year-end gift, we recommend beginning the process by mid-November to allow four to six weeks for the transaction.

Please contact KU Endowment Assistant Treasurer Stacy Nuss to help facilitate the best way to transfer the shares.