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Financial Advisors' Information

A simple way to make an after-death gift for WVU’s benefit is to add a “payable on death” or “transfer on death” designation on a client’s checking, savings or stock account or on a certificate of deposit. The beneficiary should be the WVU Foundation (FEIN 55-6017181).

Additional instructions about how the client wants the funds to be used are appropriate. Please contact us with questions or if your client has already made such a beneficiary designation and wants to specify how the future gift is to be used.