To give a gift of stock to the DUEF, please follow the instructions below.

1. ELECTRONIC TRANSFERS

Please notify Mary Ellen Watts at 317-875-8900 ext. 210 or via email at watts@deltau.org prior to the electronic transfer. Please be sure to 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 transfer
  5. Fund designation

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

2. TRANSFER VIA MAIL

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.A letter signed by stock owner(s) asking to deposit the stock into the Account # 1051-8517 of Delta Upsilon Educational Foundation at Charles Schwab & Co. Inc.
  2. A letter signed by stock owner(s) asking to deposit the stock into the Account # 1051-8517 of Delta Upsilon Educational Foundation at Charles Schwab & Co. Inc.Mail the above documents to:
  3. Mail the above documents to:
    Justin Kirk
    Delta Upsilon Educational Foundation
    8705 Founders Road
    Indianapolis, IN 46268-1338

3. FOR STOCK IN DELTA UPSILON EDUCATION FOUNDATION’S NAME

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 46268-1338

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