The Miami University Campaign - Attorneys & Brokers

Shares may be electronically transferred to the Miami University Foundation through either Merrill Lynch or Smith Barney. The value of each gift for tax purposes is determined by taking the means of the high and low trading values of the shares on the day they are received in the Miami University Foundation's account multiplied by the number of shares transferred.

Account Information

	Merrill Lynch	Smith Barney
University Account #	639-04061	78B-10890-13
Foundation Account #	639-04116	78B-11349-18
DTC #	5198	0418
Contact Person	Rick Cottrell/Fred Gallenstein	Lynn Sautter/Laurie Georgeff
Telephone #	(866) 796-1193	(866) 273-3726
Fax #	(513) 322-4405	(614) 473-2450

Additionally, if you represent a client who is interested in learning more about a planned or estate gift, please consult our Planned Giving Opportunities and Calvin S. Brice Society links.

Tax Documents

2006 Form 990 for Miami University Foundation
Tax Exempt Letter

Donor Recognition Naming Opportunities Information for Attorneys & Brokers Scholarship Donors' Information form Glossary

For more information, please contact:

Brad Bundy
Associate Vice President
513-529-5214
Email:
bundybm@muohio.edu

Mackenzie Becker Rice '99
Director of University Advancement Administration / Assistant Executive Director to the Miami University Foundation
513-529-8759
Email:
beckerml@muohio.edu