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Ways to Give

Thank you for your prayers and your willingness to support Spring Arbor University!

  • Make your one-time or monthly recurring gift online.

  • Mail your check or drop it off in the Advancement Office, located in Ormston Hall, between 8 AM-5PM Monday-Friday. All checks should be payable to Spring Arbor University and mailed to:

     

    Spring Arbor University

    Office of University Advancement

    106 E Main St

    Spring Arbor, MI 49283

  • To make a credit card gift over the phone, call 517.750.6396 or 877.SAU.1873.

  • Contact our coordinator of stewardship services for instructions.

     

    Lynne Markiewicz

    Office: 517.750.6403

    Email: lynnem@arbor.edu

  • Thank you for considering a securities gift to Spring Arbor University. Giving your securities directly to the university offers tax benefits to the donor, you are able to avoid the capital gains tax and securities that are held over a year are generally deductible at market value, regardless of what the donor paid for them.

     

    To arrange a securities gift, please contact our coordinator of stewardship services, Lynne Markiewicz, with your donor contact information, the name and types of securities to be gifted (public, private, restricted, mutual fund, etc.), the number of shares, the date you intend to make the gift, and how the gift should be used (unrestricted, Arbor Fund, etc.)

  • DTC #0141 Spring Arbor University

    Wells Fargo Account No. 2497-2410

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    Donor Name & Address:    

                                                                                      

    It is very important to SAU that we appropriately acknowledge the generosity of our benefactors in a timely and accurate manner. It is often difficult to identify the donor after a gift of securities is processed, particularly in the case of an electronic transfer. Therefore, please ask your broker to include your name and address in the DTC transfer instructions.

     

    If your broker requires further information, have him or her contact:

    Danielle Peters

    Meridian Wealth Management
    517.789.0150

  • Mutual fund units cannot be electronically transferred via DTC. The method used to transfer mutual funds to SAU varies, depending on how the fund units are held:

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    • Mutual funds held in a Wells Fargo account can be transferred directly to SAU’s Wells Fargo account by journal entry.

    • If your mutual fund is held with a brokerage firm other than Wells Fargo, your broker should contact our Wells Fargo representative to arrange for the transfer (see contact information above).

    • If your mutual fund is held in an account with the fund company, it may be possible to transfer it into an account in SAU’s name with the fund company. Please contact the coordinator of stewardship services to determine if an SAU account exists:

  • Stocks and bonds may be sent to SAU’s Office of University Advancement by certified U.S. mail with return receipt requested.

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    • If the donor is the registered owner of the certificate, a Stock and Bond Power signed by the owner, exactly as the name appears on the certificate must be provided, along with the Letter of Authorization Third Party Release. To ensure your security, please mail the certificate and forms separately.

    • If the stock or bond has already been registered to SAU, the Stock and Bond Power and Letter of Authorization are not necessary. However, in order for the university to properly credit the gift, a letter identifying the donor is essential.

    • In instances where a stock or bond is to be registered to SAU before it is mailed to us, you will be required to supply the transfer agent with a mailing address and taxpayer identification number:

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    Spring Arbor University

    Office of University Advancement
    106 E. Main St.
    Spring Arbor, MI 49283
    ID# 38-1359569

  • 1. Physical Securities

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    The gift valuation date for physical securities is determined by the postmark on the envelope if mailed through USPS. If a private mail service is used, the gift valuation date is the date the envelope is received. For hand delivery of securities, the gift valuation date is the date the securities are turned over to an SAU representative.

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    2. Electronic Transfers

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    The gift valuation date for securities sent to us via DTC is the date the securities are deposited into our Wells Fargo account.

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    3. Mutual Fund Transfer

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    The gift valuation date for mutual fund units is the date they are deposited into our Wells Fargo account or into a mutual fund account in SAU’s name.

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    Valuation Method

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    The value of a stock gift is calculated by averaging the high and low quoted selling prices for the stock as of the gift valuation date. The value of a bond gift is calculated by averaging the bid and ask prices for the bond as of the gift valuation date. The value of a mutual fund gift is calculated using the Net Asset Value (NAV) for the fund as of the gift valuation date.

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    Acknowledgement of Gift

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    As soon as a securities gift is received and matched to a donor, the coordinator of stewardship services provides an IRS form 8283 stating the nature of the gift, the gift valuation date, and the gift valuation amount. A more personal acknowledgement will also be sent from the Office of University Advancement.

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    Questions? Please contact our coordinator of stewardship services, Lynne Markiewicz.

    Office: 517.750.6403

    Email: lynnem@arbor.edu

  • Consider utilizing your required minimum distribution (RMD) to support Spring Arbor University. If you are 70½ years or older, you can give tax free to SAU. Any qualified distribution up to $100,000 counts toward your required minimum distribution. Your spouse may also make a qualified distribution up to $100,000.

     

    To make a gift from your IRA, contact your IRA custodian (Fidelity, Merrill Lynch, Schwab, Vanguard, etc.) and ask the representative to send a check in the amount you desire (up to $100,000) payable to Spring Arbor University.

     

    Checks should be mailed to:

    Spring Arbor University

    Office of University Advancement

    106 E Main St

    Spring Arbor, MI 49283

     

    Please call or email your gift officer, or Dan Vander Hill at 517.750.6367 or danv@arbor.edu and provide the following information:

     

    • your full name

    • the amount of the check

    • the name of the IRA custodian (Fidelity, Merrill Lynch, Schwab, Vanguard, etc.)

    • how you would like the gift to be used (Arbor Fund, endowment growth, etc.). You can designate a gift to more than one purpose.

    • an estimate on when the check will arrive

  • Contact the Office of University Advancement to arrange a real estate gift to Spring Arbor University.

     

    Matt Gin

    Assistant Vice President of Advancement

    Office: 517.750.6385

    Email: matt.gin@arbor.edu

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