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 transferred 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.
To Transfer Mutual Funds, Contact:
Stacy Nuss, VP, Investments and Assistant Treasurer, 785-832-7419, [email protected]
Shelly Triplett, Executive Assistant, 785-832-7325, [email protected]
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