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Stocks, Bonds, and Mutual Funds

Gifts of stocks, bonds, and mutual funds not only benefit Purdue but also can be structured in ways that can help you minimize taxes.

Security Gifts Held Electronically

To give stocks and other securities held electronically, please follow these steps:

  1. Complete our securities information form.
    • This form allows us to correctly identify your gift when it is received by the Purdue Foundation.
    • We will follow your designation instructions to deposit your gift to the correct account(s).
    • Without a completed form, we will not be able to provide a receipt for your gift.
  2. Forward the contact information below to your broker to obtain transfer instructions. Or, if you prefer, you can contact us directly as we are happy to assist you with your gift transfer.

Purdue Foundation
Mary Stultz
1281 Win Hentschel Boulevard Suite 2500
West Lafayette, IN 47906
765-588-1220 or 765-588-3470
prf@purdue.edu

NOTE: The official date of your gift will be the date that the securities arrive in the Purdue Foundation account. Please note that current stock transfers may take 4–6 weeks to arrive in that account.

Stock Gifts In Certificate Form

Security transfers have strict government regulations. If you would like to give shares in certificate form, please contact the Purdue Foundation:

Purdue Foundation
Mary Stultz
1281 Win Hentschel Boulevard Suite 2500
West Lafayette, IN  47906
765-588-1220 or 765-588-3470
prf@purdue.edu

Mutual Funds

Mutual funds have specific transfer procedures. If you would like to give shares of a mutual fund, please contact the Purdue Foundation:

Purdue Foundation
Mary Stultz
1281 Win Hentschel Boulevard Suite 2500
West Lafayette, IN  47906
765-588-1220 or 765-588-3470
prf@purdue.edu