Gift Types

Stock Transfer Procedures

Thank you for considering a gift of stock to The Citadel Foundation.  We truly appreciate your generous support, which better equips The Citadel to achieve excellence in the education of principled leaders.

The agency we use to process transfers of stock gifts, Wells Fargo Advisors, no longer allows us to post the transfer instructions online. Please call 843.953.5297 to request our account information and stock transfer procedures.

Important: Please notify Julie Kelley, Gift Processing Manager, by e-mail to once you have ordered the stock transfer.  When properly notified, we will be able to monitor the account to make sure the transfer is completed correctly, in a timely manner, and designated in accordance with your wishes.

Common Gift Types

If you’d like to understand the policies and processes, the web pages linked below are a good place to start. If you have further questions, please contact The Citadel Foundation Development Office at (800) 233-1842.

Cash Gifts
Credit Card Gifts
Electronic Funds Transfer
Matching Gifts
Life Income Gifts
Charitable Remainder Trust
Charitable Gift Annuity
Charitable Lead Trust
Retirement Plans
Life Insurance GIfts
Real Estate