Stocks, Bonds & 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:

  • Complete our securities information form. This allows us to match your gift to your broker’s transfer and ensure your gift is deposited into the correct account. Due to privacy statutes, your broker is not able to provide Purdue with any personal information when they transfer securities. Without this form, we will not be able to provide you a receipt for your gift.
  • Provide your broker with the name of the security, number of shares, and your gift designation.
  • Give your broker the following contact information so specific transfer instructions can be obtained:

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

The date of the gift will be the date that the securities arrive in Purdue Foundation’s account. Please note: current stock transfers are taking 4 to 6 weeks to arrive in the Purdue Foundation 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
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
prf@purdue.edu