Office of Institutional Advancement
1100 Campus Drive South
Valparaiso, IN 46383-6493

Phone:
800.803.7184, ext. 15

Email:
vudonor@valpo.edu

• Where do I send my gift?

You may send your check or money order to:

Valparaiso University
Loke Hall Office of Institutional Advancement 
1100 Campus Drive South
Valparaiso, IN 46383

You may update your address by going to http://www.valpo.edu/givetovu/contact or by calling toll-free at 800.803.7184.

Yes, your gift can be designated to an area of your choice.  Simply include your intentions in a short letter, on our response device, or in the memo line of your check.

Tax receipts are mailed within a week after we receive your gift. 

Many companies encourage employees to be philanthropic by matching employee gifts to colleges and universities. Most companies match dollar for dollar, and some will even match 2:1 or 3:1. Matching gifts to Valparaiso University go to the same programs to which you designated your gift unless company policy requires otherwise. Most companies require the employee to use the company's matching gift form (usually obtained from personnel or human resources), complete the form, and send the form to Valparaiso University along with your gift. To find out if your company will match your gift, you can check online or contact your human resources office or call Valpo’s matching gift coordinator at 800.803.7184, ext. 37.

Include a note with the following information:

• Name of the deceased and a date of death.
• Name and address of the surviving widow, widower, or family member to whom notice of this gift should be sent.
• Your telephone number in case there are any questions.
• Fund to which the contribution should be designated.

Valparaiso University will send the surviving family a memorial card with the name and address of the donor, but not the amount of the gift.

Include a note with the following information:

• Name and address of the person (s) to be honored and, if applicable, the event (birthday, anniversary, etc.) for which he/she/they are to be honored.
•  Your telephone number in case there are any questions.
  Valparaiso University will send the honoree the name and address of the donor, but not the amount of the gift.

When making a gift of securities to Valparaiso University, please contact the stewardship coordinator.  It is extremely important to have complete donor information (name, address, and phone number), the name and type of securities to be gifted, number of shares, the date you intend to make the gift and where you would like your gift designated.  (This is information that does not always convert in the transfer.)

Stewardship Coordinator
1100 Campus Drive South
Loke Hall
Valparaiso, IN 46383
E-mail: kim.tharp@valpo.edu
Tel: 219.464.5070
800.803.7184, ext. 75
Fax: 219.464.5467

Types of Transfers

Thank you for considering a gif of securities to Valparaiso University. The following instructions cover the two most common methods; transferring stock through your broker or physical delivery of a certificate.

1100 S Campus
Loke Hall
Valparaiso University
Valparaiso, IN
46383

Electronic Stock Transfer

Our broker is Merrill Lynch. The transfer of securities from a donor's brokerage account to the University's Merrill Lynch account is accomplished via the Depository Trust Co. (DTC). To perform such a transfer, please contact our stewardship coordinator for the appropriate account and contact information.

Mutual Fund Transfer

Mutual funds cannot be electronically transferred by the Depository Trust Co. (DTC).

The method of transferring mutual funds to the university depends on how the funds are held.  Typically, additional paperwork on behalf of the donor and university needs to be completed for such a transaction to take place.  Please contact the stewardship coordinator to determine the best option available.

Physical Delivery

Physical delivery of stocks and bonds should be made to the stewardship coordinator by person or certified U.S. mail, with return receipt requested.  If the donor is the registered owner of the certificate, a Stock and Bond Power signed by the owner, exactly as the name appears on the certificate, also needs to be provided to us. The back of the stock certificate should not be signed. As a precautionary measure, the certificate and signed Stock and Bond Power should be mailed separately.  If the stock or bond has already been registered to the university, no stock or bond power is necessary; however, a letter identifying the donor is essential for us to properly credit the gift.

For questions concerning gift date, valuation method and acknowledgement of such a gift, please contact the stewardship coordinator.

For questions concerning gift date, valuation method and acknowledgement of such a gift, please contact the stewardship coordinator.

For a gift to be considered eligible for the current year tax credit, it must be postmarked on or before December 31.  Gifts of stock and credit cards are subject to further restrictions. 

• How do I update my address?

You may update your address by going to http://www.valpo.edu/givetovu/contact or by calling toll-free at 800.803.7184.

• Can my gift be designated to a specific area or department at the university?

Yes, your gift can be designated to an area of your choice.  Simply include your intentions in a short letter, on our response device, or in the memo line of your check.

• How do I get my IRS tax receipt?

Tax receipts are mailed within a week after we receive your gift. 

• How can I get my gift matched by my employer?

Many companies encourage employees to be philanthropic by matching employee gifts to colleges and universities. Most companies match dollar for dollar, and some will even match 2:1 or 3:1. Matching gifts to Valparaiso University go to the same programs to which you designated your gift unless company policy requires otherwise. Most companies require the employee to use the company's matching gift form (usually obtained from personnel or human resources), complete the form, and send the form to Valparaiso University along with your gift. To find out if your company will match your gift, you can check online or contact your human resources office or call Valpo’s matching gift coordinator at 800.803.7184, ext. 37.

• How do I make a gift in memory of someone?

Include a note with the following information:

• Name of the deceased and a date of death.
• Name and address of the surviving widow, widower, or family member to whom notice of this gift should be sent.
• Your telephone number in case there are any questions.
• Fund to which the contribution should be designated.

Valparaiso University will send the surviving family a memorial card with the name and address of the donor, but not the amount of the gift.

• How do I make a gift in honor of someone?

Include a note with the following information:

• Name and address of the person (s) to be honored and, if applicable, the event (birthday, anniversary, etc.) for which he/she/they are to be honored.
•  Your telephone number in case there are any questions.
  Valparaiso University will send the honoree the name and address of the donor, but not the amount of the gift.

• How do I make a gift of securities?

When making a gift of securities to Valparaiso University, please contact the stewardship coordinator.  It is extremely important to have complete donor information (name, address, and phone number), the name and type of securities to be gifted, number of shares, the date you intend to make the gift and where you would like your gift designated.  (This is information that does not always convert in the transfer.)

Stewardship Coordinator
1100 Campus Drive South
Loke Hall
Valparaiso, IN 46383
E-mail: kim.tharp@valpo.edu
Tel: 219.464.5070
800.803.7184, ext. 75
Fax: 219.464.5467

Types of Transfers

Thank you for considering a gif of securities to Valparaiso University. The following instructions cover the two most common methods; transferring stock through your broker or physical delivery of a certificate.

1100 S Campus
Loke Hall
Valparaiso University
Valparaiso, IN
46383

Electronic Stock Transfer

Our broker is Merrill Lynch. The transfer of securities from a donor's brokerage account to the University's Merrill Lynch account is accomplished via the Depository Trust Co. (DTC). To perform such a transfer, please contact our stewardship coordinator for the appropriate account and contact information.

Mutual Fund Transfer

Mutual funds cannot be electronically transferred by the Depository Trust Co. (DTC).

The method of transferring mutual funds to the university depends on how the funds are held.  Typically, additional paperwork on behalf of the donor and university needs to be completed for such a transaction to take place.  Please contact the stewardship coordinator to determine the best option available.

Physical Delivery

Physical delivery of stocks and bonds should be made to the stewardship coordinator by person or certified U.S. mail, with return receipt requested.  If the donor is the registered owner of the certificate, a Stock and Bond Power signed by the owner, exactly as the name appears on the certificate, also needs to be provided to us. The back of the stock certificate should not be signed. As a precautionary measure, the certificate and signed Stock and Bond Power should be mailed separately.  If the stock or bond has already been registered to the university, no stock or bond power is necessary; however, a letter identifying the donor is essential for us to properly credit the gift.

For questions concerning gift date, valuation method and acknowledgement of such a gift, please contact the stewardship coordinator.

For questions concerning gift date, valuation method and acknowledgement of such a gift, please contact the stewardship coordinator.

• What is the deadline to make a gift this calendar year?

For a gift to be considered eligible for the current year tax credit, it must be postmarked on or before December 31.  Gifts of stock and credit cards are subject to further restrictions.