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Loyola University Chicago

Gift Planning

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Cash wire and securities transfer instructions

Thank you for your interest in supporting Loyola University Chicago through a gift of cash or securities.

For cash wire instructions

Please contact our Office of Gift Planning at 312.915.7641 or at plannedgiving@LUC.edu for instructions on executing a wire transfer. We will ensure that the gift will be properly received and that it will be directed to the area you wish to support. We will need the donor's name, the gift designation, and the bank's or broker's name, if applicable. As always, thank you for your support of Loyola.

For securities (held by your broker) instructions

If your broker holds the securities, please instruct your broker to transfer the shares electronically to Loyola. Click here for Loyola's account information or contact the Office of Gift Planning by phone at 312.915.7641 or by email at plannedgiving@LUC.edu.

To view a sample letter of direction to your broker, please click here.

Print-friendly stock transfer instructions

For securities (held by you) instructions

If you hold stock certificates in your name, the Security Exchange Commission (SEC) requires that your signature authorizing the transfer or gift to Loyola is “Medallion Guaranteed” by an authorized officer of a participating brokerage firm or bank that is registered by the SEC.  If the stocks are held by a broker in “street name”, this regulation does not apply. 

To make a gift of securities in your name, you will need:

  1. Complete and sign a stock power form for each certificate you contribute and obtain a Medallion Signature Guarantee. A printable stock power form is located here.
  2. To authorize your gift to Loyola, please complete and sign a letter of instruction found here.

When mailing the certificates, use two envelopes. In the first envelope, place the unendorsed certificates along with the above letter of instruction that includes your name, name of the stock(s) and the number of shares to be donated and how you would like your gift to be used. In the second envelope, place the completed stock power form(s). Please send them to Loyola on the same day via first-class mail.

Our address is:

Loyola University Chicago
Office of Gift Planning
820 N. Michigan Avenue, Suite 1725
Chicago, IL 60611

Please contact us at 800.424.1513 to let us know that your gift is in progress to help ensure that your gift is promptly recognized and acknowledged.

Your gift date is the postmark date of the later envelope. Your gift amount is the average of the high and low price of your stock gift on that date.

For mutual funds

Please contact the Office of Gift Planning for information about making a gift of mutual fund shares, closely held stock, or other forms of stock ownership. Call 312.915.7641 for more information.

 

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Loyola

Advancement Division
820 N. Michigan Ave., Chicago, IL 60611
800.424.1513 · plannedgiving@LUC.edu
Notice of Non-discriminatory Policy