For Professional Advisors

This section contains information for attorneys, financial advisors and other professionals who may need to obtain information about our organization in order to assist their clients who wish to support University of Northwestern, Northwestern Media and/or Northwestern Foundation.

Professional Advisors Website Resource

University of Northwestern and Northwestern Media have a staff of planned giving and charitable estate planning professionals. Please contact David Danielson, J.D., at 651-631-5329, 800-692-4020, ext. 5329  or dddanielson@unwsp.edu for more information.

Donations of Stocks or Bonds

If you are working with clients who wish to donate stock shares or bonds to University of Northwestern and Northwestern Media or Northwestern Foundation, please use the information below to facilitate the trade electronically.

Please contact Kirby Stoll at 651-631-5378, 800-692-4020, ext. 5378 or krstoll@unwsp.edu to notify Northwestern of such transactions.

Broker:Edward Jones
Investment Rep:Bob Barmore
Phone Number:651-633-8998
DTC Number:0057
Account Name:University of Northwestern
Account Number:401-04-791


Bequest Language

If your clients are interested in including Northwestern in their estate plans, we have provided specific Bequest Language to assist with proper wording for bequests.

If your clients plan to support University of Northwestern and Northwestern Media in their will or trust documents, please encourage them to contact us. We would like to say thank you and express our appreciation, as well as grant them membership in the W.B. Riley Society, established exclusively for individuals who have intentionally made a planned gift to support our ministry.

Organizational Tax-Exempt Information

University of Northwestern is recognized by the U.S. Internal Revenue Service as a 501(c)(3) organization and by Revenue Canada as a 110(1)(a)(vi) organization. All gifts are fully deductible to the extent allowed by your country of residence.

Northwestern Foundation is recognized by the U.S. Internal Revenue Service as a 509(a)(1) community foundation. Northwestern Foundation acts on behalf of University of Northwestern in its administration of gifts through Stocks and Marketable Securities, “In-Kind” Gifts (Real Estate, property, etc.) and Estate Plans (trusts, annuities, and bequests). All gifts are fully deductible to the extent allowed by your country of residence.