Gift of Securities Instructions

Thank you for considering a gift to Rosalind Franklin University of Medicine and Science. Contributions such as gifts of securities, wire transfers, or ACH payments can provide meaningful support for the mission of the university.

To Make a Gift

Regardless of the delivery method, it is important to contact the Interim Vice President for Institutional Advancement, George Rattin (george.rattin@rosalindfranklin.edu; tel: 847-578-8345) or email advancement@rosalindfranklin.edu so RFU can accurately identify your gift and ensure allocation to any designated purpose.

Please initiate any donation from a brokerage, retirement or other account with your broker or financial adviser. When you contact RFU and your broker/financial officer, providing the following information will help complete the transaction:

Donor contact information

• Name
• Address
• Phone Number
• Email

The date you intend to make the gift Designation of the gift, if specified

Security gift details

• Name of security
• Ticker symbol
• Number of shares
• Approximate value of shares
• Broker name and firm

Questions? Our gift officers listen and offer recommendations as appropriate.

Donation by Stocks

To donate stocks, please follow these steps:

• Instruct your broker to transfer shares to:
• Brokerage Firm: BMO Harris Bank, N.A.
• Account Name: RFUMS CUSTODY – STOCK DONATIONS
• Account Number: 71-N344-01-6
• DTC Number: #0992
• Tax ID/EIN: 36-2181973

Please notify us of your gift so we can properly credit your donation.

Email george.rattin@rosalindfranklin.edu or email advancement@rosalindfranklin.edu with:

• Your name
• Name and number of shares transferred
• Purpose of the gift (e.g., scholarship fund, unrestricted support)

Donation by Wire Transfer

To make a donation via wire transfer, provide your financial institution with the following information:

• Bank Name: Lake Forest Bank & Trust Company, N.A.
• Bank Address: 727 North Bank Lane, Lake Forest, IL 60045
• Account Number: 9192283322 (checking)
• Wire ABA Number: 071925334
• Account Name: Rosalind Franklin University of Medicine and Science ● SWIFT Code: WTFCUS44
• Notify George Rattin at george.rattin@rosalindfranklin.edu or email advancement@rosalindfranklin.edu to confirm your wire transfer, including:
• Your name
• Amount sent
• Purpose of the gift

Donation by ACH Transfer

For ACH (Automated Clearing House) transfers, use the following details:

• Bank Name: Lake Forest Bank & Trust Company, N.A.
• Routing Number: 071925334
• Account Number: 9196710411
• Account Name: Rosalind Franklin University of Medicine and Science
• Please send confirmation of your ACH transfer and details of your donation to George Rattin at george.rattin@rosalindfranklin.edu or email advancement@rosalindfranklin.edu.

Donation by Check

Please make paper checks payable to:

Rosalind Franklin University of Medicine and Science

MEMO: Donor’s name and specific designation of gift (eg, Scholarship) on check or with any accompanying documentation.

Address to:

Institutional Advancement
Rosalind Franklin University
3333 Green Bay Rd
North Chicago, IL 60064-3095

USPS Priority mail or other delivery with a shipment tracking number is preferred. Where a RFU gift officer is known, kindly notify that staff member of the shipment.

Additional Information

If you require assistance or have questions, please contact Rosalind Franklin University of Medicine and Science Office of Institutional Advancement at 224-570-7350 or email advancement@rosalindfranklin.edu.

For IRS documentation, our Tax ID/EIN is 36-2181973.

Gifts to Rosalind Franklin University of Medicine and Science are tax-deductible to the extent allowed by law. Consult your tax advisor for guidance.