Non-Cash Gifts

Non-Cash Gifts

Stock Gifts
WSAS accepts gifts of DTC common stock.  Please follow the steps below to gift DTC common stock to the Wellesley Students’ Aid Society:

  1. Notify your broker that you wish to transfer common stock to the Wellesley Students’ Aid Society. Provide your broker your account number, the type and number of shares being transferred, whether your gift is unrestricted or for a specific Fund/purpose, and the date by which the gift should be transferred.  In order to transfer common stock securities, your broker will need the following WSAS account information:

State Street Global Advisors
DTC #: 0997
Account Name: Wellesley Students’ Aid Society
Account #: WSD0

  1. Request your broker send an email with the information above to Kat Longee at klongee@wellesley.edu, or call Ms. Longee at 781.283.2992 to notify WSAS of the transfer.

Gifting Mutual Funds
Unfortunately, WSAS cannot accept the gifting of Mutual Funds at this time.

Bequests
A bequest is a gift made at death through your will or trust. If you have a will, or plan to create one, consider including a bequest for Wellesley Students’ Aid Society. A bequest can be made for a specific dollar amount, or for a percentage, a fraction, or the balance of your residuary estate.  For questions regarding estate planning, please contact Catherine Kefalas, Executive Director, at ckefalas@wellesley.edu or 781.283.2296.