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Tips for Easy Year-End Giving

As 2017 comes to a close, we invite you to make a year end, tax-deductible gift to the college in support of our students and faculty.

To Make an Online Gift

Visit our secure donation website: giving.cwru.edu/casgiving


To Make a Gift by Mail

Send gifts to:
Case Western Reserve University
Advancement Services
10900 Euclid Avenue
Cleveland, OH 44106-7035


To Make an Outright Gift or Transfer of Stocks, Bonds and Mutual Funds

If the donor holds no share certificates, in order to be counted in the 2017 tax year, stocks, bonds, mutual funds must be transferred out of donor’s account no later than December 31, 2017.

If the donor does hold share certificates, put the certificates in one envelope and signed stock powers in a 2nd envelope and mail to:

Tony Fatica
Office of the Treasurer
Case Western Reserve University
10900 Euclid Avenue
Cleveland, Ohio 44106-7016
(216) 368-3253
anthony.fatica@case.edu 


To Make a Planned Gift of Stocks, Bonds and Mutual Funds

If the donor holds no share certificates, in order to be counted in the 2017 tax year, stocks, bonds, mutual funds must be transferred out of donor’s account no later than December 31, 2017.

If the donor does hold share certificates, put the certificates in one envelope and signed stock powers in a 2nd envelope and mail to:

John Shelley
Office of Gift Planning
Case Western Reserve University
10900 Euclid Avenue
Cleveland, Ohio 44106-7091
(216) 368-3733
john.shelley@case.edu


  • If gift is a STOCK, BOND, or EXCHANGE TRADED FUND (ETF) 
    Gift Account Name: Case Western Reserve University
    CWRU Brokerage Firm: Vanguard Brokerage Services
    CWRU Brokerage Gift Account: 26004508
    DTC Number: 0062
    University Tax ID: 34-10189922
  • If gift is a NON-VANGUARD MUTUAL FUND
    Gift Account Name: Case Western Reserve University
    CWRU Brokerage Firm: Vanguard Brokerage Services
    CWRU Brokerage Gift Account: 26004508
    DTC Number: 0062
    University Tax ID: 34-101899
  • If gift is a VANGUARD MUTUAL FUND
    Gift Account Name: Case Western Reserve University 
    CWRU Brokerage Firm: The Vanguard Group
    CWRU Vanguard Mutual Fund Gift Account: 88005973785 
    University Tax ID: 34-1018992

Vanguard Address:
The Vanguard Group
455 Devon Park Drive
Wayne, PA 19087-1815



For all Questions


Tony Fatica
Office of the Treasurer
Case Western Reserve University
10900 Euclid Avenue
Cleveland, Ohio 44106-7016
(216) 368-3253
(800) 315-3863
anthony.fatica@case.edu 

John Shelley
Office of Gift Planning
Case Western Reserve University
10900 Euclid Avenue
Cleveland, Ohio 44106-7091
(216) 368-3733
john.shelley@case.edu

Madelyn Miller
Associate Director
Records & Gifts Processing
Case Western Reserve University
10900 Euclid Avenue
Cleveland, Ohio 44106-7091
(216).368-5849
mrm5@case.edu

To print this information in a PDF: Tips for Easy Year-End Giving 2017

Make a gift

Page last modified: December 15, 2017