Mutual Funds


It is possible to make a gift using shares of mutual funds -- if you plan ahead.

The benefits are similar to making a gift of appreciated securities, but the process generally takes a little longer. You should allow four to six weeks for the transaction to be processed. If you are planning on making a year-end gift we recommend you start the process as early as November.

Please contact the SMSU Foundation Office on how to complete the transfer of mutual fund shares.  Email or contact 1-800-260-0970.