Instructions for Giving Mutual Funds

The benefits of giving shares of mutual funds are similar to those of giving appreciated securities, but the process takes a little longer. Mutual fund shares cannot be electronically tranferred via the standard DTC instructions. If you plan to make a year-end gift, we recommend beginning the process by mid-November to allow four to six weeks for the transaction.

Please contact KU Endowment Assistant Treasurer Stacy Nuss to help facilitate the best way to transfer the shares.

CONTACT

Stacy Nuss

Vice President, Investments and Assistant Treasurer 785-832-7419