STOCK GIFTS

In addition to traditional cash donations, gifts of stock are another way to give to the DUEF.

TRANSFER SECURITIES

As a donor, you can transfer appreciated securities to the Delta Upsilon Foundation and receive a tax deduction. To do so, work with your broker to transfer those securities to the Foundation or contact Executive Director Justin Kirk at kirk@deltau.org.

Transfer by Mail

For Stock in Donor's Name:

To transfer your stock, a stock power transfer form needs to be signed by the donor. This form must also have a signature guaranteed. Please do not place a date anywhere on the form. No other sections need to be completed.

Send a letter signed by the stock owner(s) asking to deposit the stock into Account # 1051-8517 of Delta Upsilon Educational Foundation at Charles Schwab & Co. Inc.

Mail the above documents to:

Delta Upsilon Educational Foundation
8705 Founders Road
Indianapolis, IN 46268-1338

Fax: (317) 876-1629

**NEVER SEND THE STOCK CERTIFICATE & THE STOCK POWER TOGETHER** 



STOCK

For Stock in Delta Upsilon Educational Foundation's Name :

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

Transfer Electronically

If the stock is electronically transferred, please notify Senior Staff Accountant Mary Ellen Watts at (317) 875-8900 ext. 210 or watts@deltau.org, and provide the following information:

  • Donor name
  • Name of the Stock and Holding Company that will be initiating the transfer
  • Number of shares
  • Approximate date of the transfer
  • Fund designation

Electronic Instructions are:

Delta Upsilon Educational Foundation
A/C # 1051-8517
Charles Schwab & Co. Inc.
DTC Clearing 0164 Code 40


Donate Online to the DUEF

You have the power to help us in our quest of Building Better Men. The DUEF funds leadership programming, initiatives and scholarships that allow us to change men who change the world.