Stocks and Securities

To contribute appreciated stocks and securities to the EKU Foundation to benefit WEKU:

Please provide the following information when you transfer securities:

Name: Eastern Kentucky University Foundation
Federal Tax ID Number: 61-1131682
USBI Clearing Number: 0280
Foundation Account Number: 26978924
U.S. Bank Contact-Amanda Schmutte; amanda.schmutte@usbank.com; 859 232-8156

Please contact WEKU General Manager, Mike Savage at 859-622-1662/mike.savage@eku.edu before or during the transaction and provide us with the following information:
 
Name of donor(s)
Daytime phone number of donor(s)
Home address of donor(s)
Type of stock and number of shares
Name and phone number of brokerage firm (if transferring stock electronically)
Designation of Gift
 
This information will ensure accurate gift crediting. A receipt will be sent to you upon review of the stock's valuation.
 
EKU Foundation policy is to liquidate stock upon receipt.
 
Real Estate and Tangible Personal Property
 
When considering a gift of real estate or personal property, please contact the EKU Development Office directly at 859-622-1583. The tax deductibility of these gifts depends, in part, on their value to the educational mission of Eastern Kentucky University. There are additional issues that may need to be addressed, depending on the type of property you wish to transfer. If the gift is valued at more than $5,000, the donor must obtain an independent appraisal prior to transfer to the EKU Foundation. Please make sure to notate that the gift is to benefit WEKU.
 
Other Planned Gifts
 
For information on structuring other types of gifts to Eastern Kentucky University, please email us at giving@eku.edu or call Melinda Murphy directly at 859-622-8090.