Delta Upsilon Foundation

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Stock Gifts

Instructions For Giving To DUEF Through Gifts Of Stock

As of October 2013

TRANSFER VIA MAIL

For Stock in Donor's Name:
  1. Stock power 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.
  2. A letter signed by stock owner(s) asking to deposit the stock into Account # 1051-8517 of Delta Upsilon Educational Foundation at Charles Schwab & Co. Inc.
  3. Mail the above documents to:
    Justin Kirk
    Delta Upsilon Educational Foundation
    8705 Founders Road 
    Indianapolis, IN 46268-1338
    Phone:  317-875-8900 ext. 212
    Fax:  317-876-1629
**NEVER SEND THE STOCK CERTIFICATE & THE STOCK POWER TOGETHER**

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

ELECTRONIC TRANSFERS

If the stock is electronically transferred, please notify Mary Ellen Watts at 317-875-8900 ext. 210 or via email, and provide the following information:

  1. Donor name
  2. Name of the Stock and Holding Company that will be initiating the transfer
  3. Number of shares
  4. Approximate date of the transfer
  5. Fund designation


Electronic Instructions are:

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