STOCK GIFTS

Transfer by Mail

If the Stock is in the Donor’s Name:

1. Stock power must be signed by the donor. The form must also have a signature guaranteed. Please do NOT put a date anywhere on the form. No other sections need to be completed.
2. A letter signed by stock owner(s) asking to deposit the stock into the Account #2021-3557 of Delta Upsilon Educational Foundation at Baird Trust Company.
3. Mail the above documents to:

Delta Upsilon Educational Foundation

8705 Founders Road

Indianapolis, IN 46268-1338

If the stock is in Delta Upsilon Educational Foundation’s name, please send the certificate to:

Delta Upsilon Educational Foundation

8705 Founders Road

Indianapolis, IN 46268-1338 

Transfer Electronically

Electronic transfers are the most common way to make a stock gift to the Foundation. To initiate the stock transfer, simply share the instructions below with your broker:

Stock Instructions:

Delta Upsilon Educational Foundation
A/C # 2021-3557
Baird Trust Company
DTC Clearing # 0547
The DUEF Tax ID# is: 35-1976226.

Please notify the Foundation staff so we can properly credit you for the stock gift. Oftentimes stock transfers do not include the donor’s name, so please contact Jana Anderson at (317) 875-8900 or jana@deltau.org, and provide the following information:

•  Donor’s name
•  Name of the Stock Holding Company initiating the transfer
•  Number of shares and approximate date of the transfer

Please call a member of the Foundation staff at (317) 875-8900 to inform us of a pending transfer or if you have any questions.