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Ways of Giving

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Goals

Goals

· Accept a verbal pledge and relay the amount and designation to your reunion class officer, who will then follow up to officially document the gift or pledge. · Alumni can mail in a gift or pledge by completing and returning any university-related pledge form. · If the classmate is not comfortable discussing specific gift information with you, offer to have a reunion class officer contact them to discuss their personal situation in confidence. Maybe: It is not unusual for someone to want time to think carefully before committing to a gift. Ask if you can contact them again in a week or two to follow up. No: Thank the classmate for their time and consideration. Express the hope that they will consider participating in the class effort by making a gift before December 31st, and, of course, encourage them to attend the reunion.

After Contacting Classmates:

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Update your Reunion Giving Officer with progress and results by entering your notes into the Volunteer Network or emailing the Officer directly. Thank You Note: No matter what the response, please consider sending a personal thank-you note or email and encourage attendance of the reunion. A thank-you template will be available, and your reunion officer can send you Tulane stationery.

Keep Discussions Confidential:

Making a charitable gift is a personal decision and may involve discussion of a classmate’s financial situation. It is essential that we treat sensitive information with respect.

There are many ways to give to Tulane University, and our Reunion team looks forward to working with you to help provide a better future for the university.

IN PERSON

with your class officer

ONLINE

giving.tulane.edu

PHONE

Phone us at 800-933-6886 (toll free) or 504-865-5794.

CHECKS

Make checks payable to Tulane University. You may note the specific purpose of your gift on the memo line of your check.

Mail directly to us:

Tulane University P.O. Box 61075 New Orleans, LA 70161-9986

WIRE TRANSFER

Wire cash donations directly to Tulane University by providing the following instructions to your banker: Capital One Federal Reserve Bank of New Orleans ABA No. 065 0000 90 Account No. 882164004 Credit: The Administrators of the Tulane Educational Fund Reference: [your name]

To help us track your transfer in a timely manner, please inform us of your intent to transfer cash. Contact Rachael Yepez at 504-314-7295, 800-933-6886 (toll free) or tugift@tulane.edu.

GIFT OF SECURITIES

Your gift of stock can be transferred to the account of The Administrators of the Tulane Educational Fund by providing the following transfer instructions to your broker: DTC Eligible Securities DTC# 0443 Pershing, LLC For Credit to account #: N7M002028 Account Name: Tulane Gift Account Donor Name: [your name] Attention: Jorja Watts

GIFT FROM AN IRA

Talk to your advisor about the advantage of directly transferring gifts from your retirement plan to Tulane. Your accountant or other advisor can also help you determine the optimum amount to give from retirement plan accounts under federal and state tax laws.

TULANE DONOR ADVISED FUND

A donor advised fund can serve as a convenient alternative for a donor who does not wish to make direct grants to charity or form a private foundation. Your gift to a donor advised fund is tax-deductible to the extent permitted by law. Once an account is created, you may use it as a fund to support your favorite causes. A donor advised fund also offers professional investment management for the assets held in the account and administrative ease, all at a competitive cost.

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