Stocks, Bonds, and Mutual Funds

Stock Gifts Held by Broker

To give stocks and other securities held by your broker, please follow these steps:

  • Download and 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 your name and address, the name of the security, number of shares, and where your gift should be designated.
  • Give your broker the following contact information so specific transfer instructions can be obtained:

Purdue Foundation
Mary Stultz
1281 Win Hentschel Boulevard
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.


Stock Gifts Held by You

To give stocks and other securities that are held by you in certificate form, follow these steps:

  • Endorse each certificate to Purdue Research Foundation dba Purdue Foundation.
  • Sign your name exactly as it appears on the face of the certificate and have your signature medallion guaranteed by an officer of a bank or your stockbroker. We will not be able to process your gift without this guarantee.
  • Write a brief letter describing how you would like your gift used, and mail it with the certificate(s) to:

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

The date of your gift will be the date postmarked on the envelope. If you prefer to hand deliver your certificate(s), please bring them, along with a brief letter describing how you would like your gift used, to one of the following locations:

Office of Planned Giving
Dauch Alumni Center
403 W. Wood Street
West Lafayette, IN 47907

Purdue Foundation
1281 Win Hentschel Boulevard
West Lafayette, IN 47906


Mutual Fund Gifts

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
West Lafayette, IN  47906
765-588-1220
prf@purdue.edu