Making a Year-End Gift to Shenandoah University
Thank you for considering a gift to Shenandoah University. There are many convenient ways to financially support the university.
Gifts by Check: Checks, made payable to Shenandoah University: Shenandoah University ▪ Office of Advancement ▪ 1460 University Drive ▪ Winchester, VA 22601 For tax credit in 2009, envelopes must be postmarked by December 31, 2009! Gifts by Credit Card: Make a convenient, secure online gift using your Visa, MasterCard or Discover card. Click here to make your gift online. If you prefer, a staff member can directly assist you with a Visa or MasterCard credit card gift, by calling 1-540-665-4512. Gifts of Stock: Many of the university’s supporters choose to make charitable gifts of securities to Shenandoah University as a wonderful way to help with the most urgent priorities and possibly reduce personal capital gains or estate taxes for the donor. We appreciate your interest in supporting Shenandoah University with a gift of stock. Transfer Instructions for Broker-Held Certificates Either you, your broker, or financial advisor should contact Vicky Medlock, Associate Vice President for Advancement, at Shenandoah University with the following information: · Full name and address of donor · Name of broker/financial advisor handling the transaction · Name of the stock, including symbol · Number of shares you would like to contribute Transfer Instructions for Individually-Held Certificates If you have possession of stock certificates, send the unendorsed certificates to Vicky Medlock at Shenandoah University at 1460 University Drive, Winchester, VA 22601. In a separate envelope, send a signed stock power (available from your financial services provider), to the same address. Because the postmark determines the date of the gift, it is important to mail both envelopes on the same day. Shenandoah University contact during this Holiday Season: Vicky Medlock ▪ Associate VP for Advancement ▪ 1460 University Drive ▪ Winchester, VA 22601 Office Phone: (540) 665-4936 ▪ Cell Phone: (540) 539-1930 Shenandoah University’s Tax ID# 54-0525605 TRANSFERING SECURITIES Shenandoah University welcomes gifts of securities and appreciates your support. The request to transfer stocks is required to be received in writing by your stock broker. Below is a sample stock power transfer form, which performs two important functions: Shenandoah University Office of Advancement Attention: Vicky Medlock 1460 University Drive Winchester, VA 22601 Office: 540-665-4936 ▪ Fax: 540-665-4508 Please help us to give you proper credit and acknowledgement by faxing the form to Shenandoah University Office of Advancement at 540-665-4508 or calling Vicky Medlock at 540-665-4936 with the details of your gift. Thank you again for your support of Shenandoah University. SAMPLE STOCK POWER TRANSFER LETTER Date Donor’s Name Address City, State ZIP Dear: Please transfer the following securities as a gift to Wachovia Securities for credit to Shenandoah University. My account number is: I would like to designate this gift to SU for the (purpose). Transfer this stock to: Shenandoah University, a 501 (c)(3) non-profit organization - federal tax ID: 54-0525605. The DTC is #0141. Shenandoah University’s account number is 7146-2612. Please notify James A. Hart, stockbroker at Wachovia Securities, at 540-667-9700 of this transfer request. If you have any questions regarding this transfer, please call me at (donor’s phone number). Sincerely, Donors Signatures Copy to: Shenandoah University, Office of Advancement Attention: Vicky Medlock 1460 University Drive Winchester, VA 22601 Fax: 540-665-4508
(number of shares) (stock name)