ÅÝܽ¶ÌÊÓƵ

ÅÝܽ¶ÌÊÓƵ
Gift Processing
Department 7020
PO Box 4110
Woburn, MA 01888-4110

The Donor-Advised Fund (DAF) is an increasingly popular way to make a charitable gift. DAFs can provide you with immediate tax benefits while making your charitable giving easier. Here are two simple ways you can make a gift through your DAF:

• Make an outright gift now by recommending a grant to ÅÝܽ¶ÌÊÓƵ.
• Create a succession plan to recommend that ÅÝܽ¶ÌÊÓƵ receive all or a portion of the fund value upon the termination of the fund.

You can select the option that best suits your philanthropic and financial goals to support ÅÝܽ¶ÌÊÓƵ. Just contact your Donor-Advised Fund administrator to recommend a grant to ÅÝܽ¶ÌÊÓƵ or to discuss a succession plan.

If you include ÅÝܽ¶ÌÊÓƵ in your plans, please let us know and be sure to use our legal name and federal tax ID.

Legal Name:  ÅÝܽ¶ÌÊÓƵ
Address:  1 Old Ferry Road Bristol, RI 02809
Federal Tax ID Number:05-0277222

ÅÝܽ¶ÌÊÓƵ welcomes gifts of stock, securities, and other appreciated assets. These gifts may allow for the avoidance of capital gains taxes and provide a charitable deduction for the full fair market value of the donation. 

Instructions for Stock Transfers 

To initiate a transfer of stock or securities held by a brokerage firm or commercial bank, please notify your broker or bank that you intend to transfer securities to ÅÝܽ¶ÌÊÓƵ. This can often be done online. Your broker or bank will need the information below to complete this transaction. 

Brokerage Name: US Bank NA 
For the Benefit of: ÅÝܽ¶ÌÊÓƵ 
Account #: 001050986833 
Broker DTC #: 2803 
EIN #: 05-0277222 

Important Instructions for Donors 

Please also notify ÅÝܽ¶ÌÊÓƵ about your gift. The information below will help us to track your gift and thank you as soon as possible. 

• Company Name
• Number of Shares
• Approximate Value
• Gift designation

Notification or questions may be directed to: 

Angela Pizzolato, Senior Director of Advancement and Donor Services 
apizzolato@rwu.edu 
401-254-5480

Additional Tips 

Stock Valuation for Donors: The delivery method of your stock gift determines the deductible value for IRS tax purposes. Please consult with your tax advisor. We are happy to confirm your stock donation, reflecting the name of the security and number of shares. Your tax advisor will help you calculate the deductible value. 

Stock Valuation for ÅÝܽ¶ÌÊÓƵ: ÅÝܽ¶ÌÊÓƵ determines the value of your stock gift for funding and recognition purposes according to IRS and accounting guidelines 

Bank: US Bank NA
Bank address: Wire Transfer Department
PO Box 64830
St. Paul, MN 55164-0830

Account Name: ÅÝܽ¶ÌÊÓƵ
Routing:  042000013
Account:  130126910905

Make a gift in person or by phone by contacting:
The Office of Annual Giving: (401) 254-3071

Roger Williams University employees wishing to make a gift through payroll deduction must complete the:
Employee Gift / Payroll Deduction Form

Recurring gifts are a wonderful way to support ÅÝܽ¶ÌÊÓƵ on a consistent basis. If you need to make changes to or cancel your recurring gift, please contact Annual Giving at annualfund@rwu.edu or 401-254-3071.