So Much To Be Thankful For

Another year has come and gone and we at WPI are so thankful for the people who support our community. Our faculty and staff keep us on the forefront of STEM education, our students excel on campus and around the globe and you, our valued alumni and friends, support our faculty and students in so many ways.

We appreciate you thinking of including WPI in your year-end giving. In order to receive 2016 tax benefits, please follow the instructions below when making year-end gift to WPI. If you have any questions, please call us at 508-831-6052 or email giving@wpi.edu

Gifts Sent by Federal Express

Gifts sent via courier must be delivered and signed for (if applicable) by noon on Friday, December 30, 2016.

Gifts via Mail

Gifts can be made by check or credit card and mailed to WPI.

Checks must be postmarked on or before Saturday, December 31, 2016. Please mail gifts to:
Office of Annual Giving 
Worcester Polytechnic Institute 
100 Institute Road 
Worcester, MA 01609-2280

Credit card gift form sent by mail must be received on or before noon on Friday, December 30, 2016 in order to allow for processing. Mailed credit card gifts received after this date will not be eligible for a 2016 tax deduction.

Gifts via Phone

Credit card gifts may be called in to the Annual Giving office at 508-831-6052 by 12:00 p.m. on Friday, December 30, 2016. 

For your security, please do not leave credit card information on WPI voicemail, and do not transmit credit card numbers via email.

Gifts of Stocks and Securities


GIFTS OF SECURITIES

DTC stock transfers must be completed on or before 3:00 p.m. on Saturday, December 31, 2016. See below for information on how to transfer stock shares. For information on deadlines for mailing or hand-delivering stock certificates, contact Gift Recording at 508-831-6740.

STOCKS

If securities are held in a brokerage or trust account, the donor must instruct the broker or trust officer to contact Kathy Kuhlwein in WPI's Gift Recording Department (kuhlwein@wpi.edu or +1-508-831-6740) for instructions on transferring the securities to WPI. 

It is helpful if the donor advises WPI that a gift of securities is forthcoming. Instructions should be provided in writing with a copy to WPI - a sample letter of instruction to a broker is available. Do not instruct your broker or trust officer to sell the stock and forward the proceeds to WPI. In order to avoid the capital gains tax, the stock must be transferred to WPI. The market value of the security is determined by the average of the high and low value of the shares on the date the securities are received.

STOCK CERTIFICATE TRANSFER

If you hold a stock certificate or bond, it must be hand-delivered to WPI by noon on Friday, December 30 or if sent via USPS, postmarked on or before December 31, 2016.

All securities in certificate form must be accompanied by a stock power bearing a medallion signature guarantee from a bank that participates in the medallion program. Securities and stock powers sent by mail should be sent under separate cover. Donors should not sign the back of the certificate.  The stock power form should be signed and medallioned only; WPI will fill out the remainder of the form. A sample stock power document is available for download.(.pdf)

The value of your stock gift will be determined using an average of the high and low prices based on the date received.  Certificates and stock powers sent by USPS should be sent separately, and the gift date will be based on the later of the two postmarks. Hand-delivered securities will have a gift date of the date received by WPI.