Ways to Give

To make a gift over the phone, please call the Annual Giving Office at 540-458-8420.

To make a gift by check, please write your check payable to "Washington and Lee Annual Fund." Let us know if your gift is a payment toward an existing pledge.

If you are making a gift designated to another purpose, please make your check payable to "Washington and Lee University" and indicate where you are designating your gift.

Send your check to:
Washington and Lee University
204 W. Washington Street
Development Building
Lexington, VA 24450

Please fill out our online Stock Transfer Information Form to let us know of a pending outright gift stock transfer.

Alternatively, you may send a letter describing your gift of stock and including details of the stock transfer from your broker to Washington and Lee.

Please address such letters to:
Washington and Lee University
Sandy Beverly
Development Building
204 West Washington Street
Lexington, VA 24450-2116

Electronically transferring stock:
Please contact Wilmington Trust Brokerage (an affiliate of M&T Bank) at the address below. In addition, please inform Washington and Lee's Development office of the type of stock to be transferred and either the number of shares to be transferred or the approximate value of the stock. If you do not have this information at the time you call Wilmington Trust, you may fax, e-mail or mail the information to the Development office once the transaction has been completed.

Gift Account A/C# 1046108
DTC# (Participant#) 0990
Agent ID# 26209

Contact:
Elizabeth "Liz" Hudgens
1-866-848-0383
ehudgens@wilmingtontrust.com
Mailcode MD1-MP33
1800 Washington Blvd.
Baltimore, MD 21230

Mailing Address:
DTC New York Window
A/C M&T Bank Part. 990
Attn: Desiree Wright
55 Water Street 2SL
New York, NY 10041
Phone: 212-855-2400

Transferring Stock Certificates: 
At your local bank, ask for as many stock power assignment forms as there are stock certificates to be transferred. A bank officer must sign these forms (only a signature, nothing on the back of the form, no date, etc.) to authenticate them. At that time, mail two separate envelopes to W&L (attn: Treasurer's Office): one with the certificates and the other with the stock power assignment forms (with bank signature authorization). The date of the gift will be the date of the postmark, and the value will be the mean value of the stock on the date of the gift.

Should you have any questions or require additional information, please do not hesitate to call or fax:

Sandy Beverly
Gift Accounting Lead
540-458-8413
540-458-8428 (fax)
sbeverly@wlu.edu

Lori Oliver
Treasurer's Office
540-458-8740
540-458-8945 (fax)
loliver@wlu.edu

To make a gift to Washington and Lee via wire transfer, please contact either of the following individuals:

Sandy Beverly
540-458-8413
sbeverly@wlu.edu 

Keith Davis
540-458-8903
kdavis@wlu.edu

Many employers sponsor matching gift programs and will match any charitable contributions or volunteer hours made by their employees. The impact of your gift to Washington and Lee University could be doubled or even tripled! To find out if your company has a matching gift policy, please enter your employer's name in the Matching Gifts database.

Making a wise planned gift can create a win-win situation for you, your family, and your alma mater. Planned gifts allow you to give back in a way that is meaningful to you, and also can help you prepare for your future. For example, planned gifts can allow you to take income, gift, and estate tax deductions and provide favorable capital gains tax treatment. They can provide reliable income for you and your loved ones for life. Planned giving strategies include:

• An outright gift
• A charitable gift anuity
• A charitable remainder unitrust
• A grantor charitable lead trust

For more information on any of these charitable giving strategies, please contact Jamie Killorin in the Office of Gift Planning at jkillorin@wlu.edu or 540-458-8429.