| You can make a gift
of stock or securities to Purdue. The procedure you follow depends upon who holds
your securities:
Securities Held by Your Broker
Securities Held by You
Mutual Fund Shares
Securities Held by Your Broker
IMPORTANT NOTICE WHEN TRANSFERRING STOCKS TO PURDUE: Due to federal, state and local privacy statutes currently enforced, often your broker may not provide us with any personal information, including your name. The only information that comes to Purdue with your transfer may be the name of the security, number of shares, and firm initiating the transfer. As you initiate your transfer, please fill out the SECURITIES INFO FORM and send it to us; contact information is on the form. With this information, it is possible for us to match your gift to the broker's transfer, and allows us to deposit your gift into the correct account and properly thank and receipt you for your gift.
If your broker holds the securities, please provide your broker with the following information:
Purdue Foundation
Mary Anne Schmidt
3000 Kent Avenue, #C2-100
West Lafayette, IN 47906-1075
(765) 494-8645 or at
prf@purdue.edu
Please also provide your broker with your name, address, details including stock name, number of shares, and designation of your gift.
The date of the gift will be the date that the securities arrive in Purdue Foundation's account.
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Securities
Held by You
If you hold securities in certificate form:
- Endorse each certificate on the back to The Purdue Foundation, Inc.
- Sign your name exactly as it appears on the face of the certificate and
have your signature medallion guaranteed by an officer of a bank or your
stockbroker. Without this guarantee, we will be unable to process your gift.
- Mail the certificate(s) and a letter describing how you want your gift
used to:
Purdue Foundation
ATTN: Mary Anne Schmidt
3000 Kent Avenue Suite C2-100
West Lafayette, Indiana 47906-1075
The date of your gift will be the date that the certificate(s) are mailed
to Purdue Foundation–the postmark date.
If you prefer to hand deliver the certificate(s), bring them and the letter
describing the intended use to the Planned Giving Office, Dauch Alumni Center, 403 West Wood Street or to Purdue Foundation, 3000 Kent Ave., Suite C2-100.
For the hand-delivered certificate(s), the date of your gift will be the date
they are delivered to Purdue.
Note: Making a gift by having the certificate(s) re-registered in Purdue Foundation's
name is not recommended because of the delay involved in the process.
Questions and Comments
If you have questions regarding a gift of securities, please call the Planned
Giving Office at (800) 677-8780 or (765) 494-2730 or e-mail plangift@purdue.edu.
Or contact Lauren Eller or Mary Anne Schmidt at Purdue Foundation at (765)
494-8645 or prf@purdue.edu.
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Mutual Fund Shares
If you would like to gift shares of a mutual fund to Purdue, please contact
Mary Anne Schmidt or Lauren Eller at (765) 494-8645 or at prf@purdue.edu.
Each mutal fund has specific transfer procedures. Mary Anne Schmidt or Lauren Eller can assist you with the transfer of shares of your particular fund.
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Back to Giving to Purdue
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Gifts
of Securities
