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    Gifts of Stocks and Bonds

    A gift of appreciated securities, including stocks, mutual funds or bonds, is an easy way for you to make a gift to Case Western Reserve University.

    Gift of Stock and Bonds
    Stock/Bonds
    CWRU

    Here are some of the potential benefits:

    • Avoid paying capital gains tax.
    • Receive a charitable income tax deduction.
    • Enjoy possible increased income.
    • Further our mission today!

    Make your gift today by electronic transfer!

    It's easy. Please contact us for delivery instructions to make a transfer from your brokerage account to Case Western Reserve University.

    Gifts of Stocks, Bonds, or Mutual Funds

    The Office of Treasury and Investment Services is pleased to assist donors to CWRU with gifts of stocks, bonds or mutual funds. Please contact:

    Tony Fatica
    Gift Specialist
    Office of Treasury and Investment Services
    216.368.3253 or 800.315.3863
    anthony.fatica@case.edu

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    The information provided by the Office of Planned Giving on this website is intended to provide general information that may be helpful to you in your charitable, financial and estate planning. It is not intended and should not be taken as legal, tax or other professional advice. Figures, calculations, and tax information are based on federal tax laws, regulations, rulings, and rates applicable at the time the information was prepared and are for illustration purposes only. Individual state laws may affect the availability of gift annuities. You should always consult with an attorney, accountant or other professional advisor for advice or assistance with your particular financial situation.