Securities and Stocks

You can make a gift of stock or securities to IPFW. The procedure you follow depends upon who holds your securities.

• Securities Held By You
• Securities Held By Your Broker

Stock Certificate Already Issued in Your Name

Endorse each certificate on the back to IPFW Foundation:

• Sign your name exactly as it appears on the face of the certificate and have your signature guaranteed by an officer of a bank or your broker.
• Mail or hand deliver the certificates and a letter describing how you want your gift used to:
  
  Indiana University—Purdue University Fort Wayne
  Attn: Colleen Dixon, Business Manager
  Development Office
  Kettler Hall 140
  2101 E. Coliseum Blvd.
  Fort Wayne, IN 46805

Determining the Date of Your Gift:

• For certificates sent by mail, the date of your gift will be the postmark date that the certificates are mailed to IPFW.
• For hand-delivered certificates, the date of your gift will be the date that the certificates are delivered to IPFW.

Questions or Comments

If you have questions regarding a gift of securities, please call Colleen Dixon, Business Manager in the Office of Development at 260-481-0685.

Stock Is Held In Your Account at a Bank/Brokerage

Instruct your broker to contact Dan Gebhart, IPFW Comptroller, at 260-481-6322  to determine if IPFW or its related foundation has an account at your brokerage house. If there is an account, your broker can transfer your gifted shares to that account. If there is no existing account, IPFW likely will open an account to which shares may be transferred. The date of the gift will be the date that the securities arrive in IPFW's account.

Please notify the IPFW Development office identifying the brokerage firm, the securities transferred, and the purpose of the gift.

Questions or Comments

If you have questions regarding a gift of securities, please contact Colleen Dixon, Business Manager in the Office of Development at 260-481-0685.