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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.

For More Info

Please contact

Stacy Nuss

Vice President, Investments and Assistant Treasurer
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 Support your passion by making a gift that impacts the lives of students, faculty, patients, and researchers for generations to come. On their behalf, we thank you for your generosity.

You’re invited to help us create a future where students have uncommon educational experiences, researchers make life-affirming discoveries, and together, we change the world for the better. Ever Onward we go into a future of infinite possibilities.