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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.

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Stacy Nuss

Vice President, Investments and Assistant Treasurer
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