Ways to Give

• ACH Draft Authorization Form (PDF)

If you are unable to access PDF forms, please contact the Office of University Advancement at 800.752.8568 and a copy can be faxed to you.

Wake Forest accepts a wide variety of cryptocurrencies, such as Bitcoin and Ethereum. Donate now »

Students can give with Deacon Dollars by contacting Anthony Tang (tangam@wfu.edu) or looking for opportunities at events throughout the year.

More information about the 1834 Student Campaign »

Donor Advised Fund (DAF) accounts allow donors to make a charitable contribution, receive an immediate tax deduction and then recommend gifts from the fund over time. Donors can contribute to the fund as frequently as they like, and then recommend gifts to their favorite charitable organizations. It is important to note that DAF donations can not be made to any funds where the donor is receiving any tangible personal benefit.

University Advancement has been notified that some DAF providers are experiencing an issue with a third-party software vendor that is erroneously denying the tax exempt status of some charities, including Wake Forest University. Please note that our tax exempt status as a 501c3 organization is still valid.

The DAF providers are currently awaiting a technical fix and they hope to have this problem resolved as soon as possible. If you are experiencing difficulties requesting a gift through your DAF online, you may call your DAF provider directly and a representative will be able to assist you in making a disbursement to Wake Forest University.

[Wake Forest Tax ID number is 56-0532138]

As you think about your future, consider leaving a personal legacy to Wake Forest University. By making a planned gift, your legacy will become part of the University’s future. It will serve as a permanent reminder of your generosity to and love for Wake Forest.

Gift Planning site »

A donor may make a gift to Wake Forest by sending a personal check payable to Wake Forest University. Checks may be mailed to:

Office of University Advancement
Box 7227
Winston-Salem, NC 27109

Gifts by check can also be made to the Wake Forest University School of Medicine. Checks can be made payable to The Medical Center and sent to:

Office of Development and Alumni Affairs
Medical Center Boulevard
Winston-Salem, NC 27157-1021

Checks for the Deacon Club can be made out to The Deacon Club of Wake Forest University and sent to:

Athletic Development/Deacon Club Staff
499 Deacon Boulevard
Winston-Salem, NC 27105

If you work for a company that matches charitable contributions from employees, you may be able to double or even triple the value of your gift. Forms are available through your company’s human resources department.

EIN: 56-0532138

To ensure proper crediting and distribution of your gift, or if you have any questions regarding matching gifts, please contact:

Kelcey Guth
yoderkv@wfu.edu
336.758.2931

Wake Forest employees can initiate a gift by payroll deduction with this form. Submit the form to Gift Administration in Alumni Hall or email it to wfugifts@wfu.edu. Looking to change or end a gift by payroll deduction? Use this form.

Donors may make a gift to Wake Forest with Visa, MasterCard or American Express cards by calling the Office of University Advancement.

To assure proper crediting and distribution of your gift, please ask your broker to note your name on the gift.

Electronic Transfer:

Send Shares To:
Wells Fargo Advisors
Account Number: 8995-7536 | DTC# 0141
380 Knollwood St., Suite 340 | Winston-Salem, NC 27103
[In the name of Wake Forest University]

To contact our broker at Goodson & Nichols Financial Group:
Please call Crystal Diamond, Sr. Registered Client Associate, at
336.721.4221 or email crystal@gn-fg.com.

[Wake Forest Tax ID number is 56-0532138]

We also ask that you contact Gayle Parker in the Donor Services Office at the University to
inform her of the stock you will be sending, the number of shares or approximate dollar
amount, and your preferred gift designation.

Contact: Gayle Parker
parkerdg@wfu.edu
Phone: 336.758.6086

Mail:

Wake Forest University Advancement
Gift Administration
PO Box 7227
Winston-Salem, NC 27109

If mailing, send your unendorsed certificate(s) and a cover letter stating that you are gifting this security to the University. The cover letter should include your name, address, and purpose of the gift in one envelope. In a second envelope, send a signed, signature guaranteed, stock power.

Hand Delivery:

Certificates may be given to a University Development Officer or delivered to University Advancement, Alumni Hall, Room 207.

More information about giving stocks and property »

A donor may make a gift to Wake Forest University by wire transfer. For complete wire transfer instructions and to assure proper crediting and distribution of your gift, please call or write:

Shawna Potts
pottssd@wfu.edu
336.758.6087

Most private schools have three main sources of funding: tuition, income from the endowment, and annual gifts.

• Tuition simply does not cover the cost of running a private university. Without the generous support of current and past parents – along with alumni and friends – tuition would have to be higher than it currently is to maintain the Wake Forest experience.
• When a parent makes an endowment gift, the principal is not spent; it is invested. The resulting earnings from those investments help the institution grow.
• Annual gifts to the Wake Forest Fund are not invested – they are used right now to sustain current year operations and activities. Annual gifts are the lifeblood of the institution.

As foundations and corporations consider grant applications, they frequently ask about the percentage of participation in giving from Wake Forest alumni, parents, and friends. It strengthens our case when those closest to the University support us.

When you make a gift to the Parents’ Campaign, it will be joined with the gifts of other families, and those gifts add up to a remarkable total. In the 2019-20 academic year, 3,365 current and past Wake Forest parents and families donated $4.2 million to the Parents’ Campaign of The Wake Forest Fund. This is a significant endorsement that Wake Forest parents and families believe in the mission and direction of the University and support it with their own giving above tuition.

Parents who wish to give at the leadership level become annual members of one of our Giving Societies. Donors automatically become members with any gift to the Wake Forest Fund of $1,000+ annually. In appreciation of this involvement and support, members are invited to special donor-recognition events on and off campus. The Giving Society levels are:

You may make a gift by cash, check, credit card (MasterCard, Visa, or American Express) or appreciated securities. If you work for a matching gift company, you may be able to double or even triple the value of your gift. Forms are available through your company’s human resources department. All gifts to the Parents’ Campaign are tax-deductible.

• Tuition covers only about 75% of the total cost for each student to attend Wake Forest. The University turns to the Wake Forest Fund to offset the difference in order to provide the best possible experience for students.
• Every gift matters – no matter how small or large.
• Seniors: U.S. News & World Report bases part of its ranking of universities on alumni-giving rates. Therefore, every gift from your class increases our national ranking, increasing the value of your education and raising the University’s national profile.
• By giving, you show that you value what the University has contributed to your life and that you are willing to invest in its continued success.

The Wake Forest Fund acts as a reserve of unrestricted dollars for the University to use for a variety of operating expenses. The main priorities of the Wake Forest Fund are student aid, faculty development, emerging programs for students and library and technology resources.

While the Wake Forest Fund has a number of gift designations, giving to the general fund allows the University to support the most critical priorities at that time. While all gifts are appreciated, donations to the Wake Forest Fund are the most immediately valuable to the University.

Gifts to the Campaign go to the Wake Forest Fund, which provides unrestricted annual support to the University, allowing your gift to be used where the need is greatest. Your support will sustain excellence in teaching, scholarship, and academic programs at Wake Forest, and it will preserve the quality of a student experience without equal in higher education.

The 1834 Campaign is tasked with pushing for larger engagement with younger class years to establish a solid investment in the 1834 mission prior to senior year, graduation, and beyond. It is our hope that in the long term, this will setup our student body to become lifelong Demon Deacons.

If you are interested in applying to be on the 1834 Campaign Committee, please email John Champlin, 1834 Campaign Advisor, at chamjj@wfu.edu.

We hope you will consider being a part of the 1834 Campaign Committee!

• All events currently TBD

There are definite tax advantages in giving property that has appreciated in value and has been held long-term.

Here’s how it works:

An income tax deduction is allowed for the full fair market value of the property given. In addition to receiving a charitable deduction for the full fair market value of such a gift, the donor pays no capital gains tax on the appreciation when the gift is made (although the alternative minimum tax implications must be considered). Such a gift is deductible up to 30 percent of a donor’s adjusted gross income. Any excess can be carried over for five additional years.

Donors can elect to deduct a gift of long-term appreciated property at the 50 percent ceiling of their adjusted gross income. However, the donor must forgo the appreciation in computing the charitable deduction. In other words, the deduction is limited to the donor’s cost basis.

A donor considering a gift of property that has gone down in value would be better off selling the property to realize a deductible loss and then contribute the proceeds to charity and obtain a charitable deduction.

CLOSELY-HELD SECURITIES

Usually a gift of closely-held securities, such as one from a family corporation, qualifies for the same advantages (a full deduction, no capital gains tax, and the 30 percent limitation) that are available when marketable securities are given.

An attractive alternative is available to the donor who does not wish to give up control over any part of his or her closely-held stock. This arrangement initially involves an outright gift by the owner of the closely-held stock to Wake Forest; at a later date the corporation could purchase the stock from Wake Forest for cash.

As long as Wake Forest is not obligated to sell the stock to the corporation, the transaction should produce no adverse tax results.

TANGIBLE PERSONAL PROPERTY

Gifts of tangible property, such as art, jewelry, antiques, gold or silver, offer an immediate tax deduction. The amount of the deduction is determined by whether or not the gift is related to the educational purposes of the University.

If the use of the contributed property is related to the purposes of Wake Forest, the donor is entitled to a charitable deduction for the full fair market value of the property, subject to the 30 percent ceiling and carryover.

If use of the contributed property is unrelated to the exempt purposes of the University, the donor is entitled to a charitable deduction for his or her cost basis in the property. When the donor is the creator of a contributed tangible asset, the deduction is limited to the actual cost of producing the asset.

Electronic Transfer is the most efficient way to transfer securities to Wake Forest. If your stock is held at a broker, notify the broker that you wish to make a gift of securities to Wake Forest University. Your broker will need written authorization from you before they can make the transfer. Be sure to tell them the name of the stock that you want to transfer, the number of shares, and where you would like your gift to be designated.

Securities should be transferred directly to Wake Forest through:

Wells Fargo Advisors
Account Number: 8995-7536 DTC # 0141

Contact: Goodson & Nichols Financial Group
Crystal Diamond, Sr. Registered Client Associate
336.721.4221
crystal@gn-fg.com

Wake Forest Tax ID number is: 56-0532138

We also ask that you contact Gayle Parker either by email at parkerdg@wfu.edu or by calling 336.758.6086 to let her know that the gift is in process. Shares are sometimes transferred into our account without information, including the donor’s name. Your phone call will allow us to match up your name with the correct stock gift.

INSTRUCTIONS TO BE USED WHEN TRANSFERRING SHARES FROM ONE NAME TO ANOTHER

• The original stock certificate or affidavits of loss and/or non-receipt must be completed and submitted.
• Stock certificate assignment form(s) (Stock Power(s)) must be executed by the registered owner(s) giving us the name(s), address(es) and Social Security numbers(s) of the transferee(s). If the security is jointly owned, both must sign.
• A letter of intent to donate the stock should accompany the stock power.

INSTRUCTIONS TO BE USED WHEN TRANSFERRING SHARES FROM A CUSTODIAL REGISTRATION

• The original stock certificate or affidavits of loss and/or non-receipt must be completed and submitted.
• Stock certificate assignment form(s) (Stock Power(s)) must be executed giving us the name(s), address(es) and Social Security number(s) of the transferee(s). The assignment is to be executed by:
  • (a) The custodian OR (b) The beneficiary. (If signed by the beneficiary, a copy of his/her birth certificate must be presented confirming that the age of majority has been reached.)
  • The signature of the custodian OR the beneficiary must be guaranteed by an eligible guarantor institution (bank, stock broker, savings and loan association or credit union) with membership in an approved signature guarantee medallion program pursuant to Securities and Exchange Commission Rule 17Ad-15.

INSTRUCTIONS TO BE USED WHEN TRANSFERRING SHARES FROM DECEDENT(S)’ NAME

• The original stock certificate or affidavits of loss and/or non-receipt must be completed and submitted.
• Stock certificate assignment form(s) (Stock Power(s)) must be executed by the executor or administrator, giving the name(s), address(es) and Social Security number(s) of the transferee(s).
• The signature(s) of the assignor(s) must be guaranteed by an eligible guarantor institution (bank, stock broker, savings and loan association or credit union) with membership in an approved signature guarantee medallion program pursuant to Securities and Exchange Commission Rule 17Ad-15.
• Official Certificate of Death (under seal).
• Official Court certificate (under seal ) showing appointment and incumbency of the executor or administrator (if estate did not go to probate a waiver of probate must be filed).

INSTRUCTIONS TO BE USED WHEN TRANSFERRING SHARES FROM A BUSINESS ENTITY

• The original stock certificate or affidavits of loss and/or non-receipt must be completed and submitted.
• Stock certificate assignment form(s) (Stock Power(s)) must be executed by the transferor(s), and include the name(s), address(es) and Federal Employer Tax I.D. # (or Social Security #(s)) for the transferee(s).
• The signature of the assignor must be guaranteed by an eligible guarantor institution (bank, stock broker , savings and loan association or credit union) with membership in an approved signature guarantee medallion program pursuant to Securities and Exchange Commission Rule 17Ad-15.
• (a) If the registered owner is a corporation:
  • Certified copy of Resolution by the Board of Directors or extract from By-laws authorizing the assigning officer(s) to sell, assign and transfer securities.
• (b) If the registered owner is a partnership:
  • Affidavit that the registered holder is a partnership, and that the person signing is a partner with full authority to sell, assign, and transfer securities.
• (c) If the registered owner is a proprietorship:
  • Affidavit that the registered holder is a proprietorship, and that the person signing is the proprietor with full authority to sell, assign and transfer securities.

INSTRUCTIONS TO BE USED WHEN TRANSFERRING SHARES FROM A JOINT REGISTRATION

• The original stock certificate or affidavits of loss and/or non-receipt must be completed and submitted.
• Stock certificate assignment form(s) (Stock Power(s)) must be executed by the surviving tenant(s), giving the name(s), address(es) and Social Security number(s) of the transferee(s).
• If your intention is to add another name as joint owner or change the registration in its entirety, your signature(s) will have to be guaranteed by an eligible guarantor institution (bank, stock broker, savings and loan association or credit union) with membership in an approved signature guarantee medallion program pursuant to Securities and Exchange Commission Rule 17Ad-15.
• However, if the shares are to be registered in your name only, your signature is sufficient.
• Official Certificate of Death (under seal).

INSTRUCTIONS TO BE USED WHEN TRANSFERRING SHARES TO OR FROM A TRUST

• The original stock certificate or affidavits of loss and/or non-receipt must be completed and submitted.
• Stock certificate assignment form(s) (Stock Power(s)) must be executed by the registered owner(s) giving us the name(s), address(es) and Social Security number(s) of the transferee(s). If the security is jointly owned, both must sign.
• The signature of the trustee must be guaranteed by an eligible guarantor institution (bank, stock broker, savings and loan association or credit union) with membership in an approved signature guarantee medallion program pursuant to Securities and Exchange Commission Rule 17Ad-15.

INSTRUCTIONS TO BE USED WHEN TRANSFERRING SHARES DUE TO THE DEATH OF THE REGISTERED HOLDER

• The original stock certificate or affidavits of loss and/or non-receipt must be completed and submitted.
• Stock certificate assignment form(s) (Stock Power(s)) must be executed by the registered owner(s) giving us the name(s), address(es) and Social Security number(s) of the transferee(s).
• Official Certificate of Death (under seal).
• Official Court Certificate (under seal), showing appointment and incumbency of the executor or administrator.
• Copy of the Title and Signature pages of the documents to support the authorization of the signing individual.
• The signature of the trustee must be guaranteed by an eligible guarantor institution (bank, stock broker, savings and loan association or credit union) with membership in an approved signature guarantee medallion program pursuant to Securities and Exchange Commission Rule 17Ad-15 (if estate did not go to probate a waiver of probate must be filed).

If your securities are not held at a broker, you may mail the certificates to:

Financial and Accounting Service
Box 7201
Winston-Salem, NC 27109

If mailing, send your unendorsed certificate(s) and a cover letter stating that you are gifting this security to the University. The cover letter should include your name, address, and purpose of the gift in one envelope. In a second envelope, send a signed, signature guaranteed, stock power.

We strongly recommend using registered mail to forward your certificates and stock power. Please DO NOT mail endorsed certificates. Once the certificate is endorsed, it is legal tender and can be exchanged by anyone. We strongly recommend that certificates not be sent to a transfer agent for registering in the University’s name. This is unnecessary and may result in needless delays.

Certificates may be given to a University Development Officer or delivered to University Advancement, Alumni Hall, Room 207.

Our Federal Tax ID: 56-0532138