Support Pacific Students this Calendar Year End

As the 2021 calendar year comes to an end, we hope you will consider supporting Pacific University and our students with a year-end gift. Every gift, of any amount, makes an impact, and there are many different ways to support Pacific and our students.

Make a Gift Online

You can make your gift to Pacific University by credit or debit card using our secure online giving form or by clicking the button below.

MAKE A GIFT

Send a Check by Mail

Make your check payable to Pacific University and mail to the address below. Check must be postmarked by Dec. 31, 2021.

Pacific University
UC Box A-162
2043 College Way
Forest Grove, OR 97116

Give by Phone

To make a gift over the phone using your credit or debit card, call us at 503-352-2211.

Make a Gift in Honor of Memory

Tribute gifts can be made in honor or memory of a loved one or friend. In order for your tribute letter to arrive in time for the holidays, we ask that gifts be received before December 10, 2021.

If you would like to honor President Lesley Hallick's upcoming retirement and her service to Pacific University, you can make a gift to the Lesley Hallick Endowed Scholarship Fund.

Make a Charitable Gift from Your IRA

If you are age 70½ or older, you can make a qualified charitable deduction (QCD) gift from your Individual Retirement Account (IRA) directly to Pacific University. Such gifts go toward satisfying your annual minimum distribution and are tax positive, as they are excluded from your taxable income and avoid limits on deductions. Detailed information, including changes by the SECURE and CARES Acts can be found here.

Funds must be transferred directly from your IRA account to Pacific University in order to qualify for the tax break. Qualified charitable contributions from an IRA must come out of your account by Dec. 31 each year in order to exclude that amount from taxable income.

Make a Gift by Wire Transfer

When making a gift of cash by wire transfer, please notify please notify Michelle Lawrence, gift records specialist, at 503-352-1575 or lawr5576@pacificu.edu. Please reference the donor’s name and purpose of the gift in the wire transfer instructions.

Account Name: Pacific University
Account Number: 153606844451
Routing Number: 123000220

U.S. Bank
111 SW 5th Ave., Suite 400-T
PD-OR-T4BD
Portland, OR 97204

Anthony Piluso, Vice President
(503) 464-4806
anthony.piluso@usbank.com

Make a Gift of  Appreciated Securities

To make a gift of securities to Pacific University, your financial institution will need the following information:

JP Morgan Chase Bank, N.A.
Client Service: pb.service9211@jpmorgan.com
(800) 600-9211 or (800)-600-9611

Account Name: PACIFIC UNIVERSITY - DONOR FUND ACCT
Account Number: B19134000
DTC Participation Number: 902
Credit Account Number: P72500 FFC
Account Number: B19134000 FFC
Account Name: PACIFIC UNIVERSITY - DONOR FUND ACCT

JP Morgan Chase will notify Pacific University of the completed transaction. The valuation of the gift will be calculated from the average of the high and low price for the day of the transfer to the university's holding account.  Please notify Michelle Lawrence, gift records specialist, at 503-352-1575 or lawr5576@pacificu.edu, with the specific details of the securities donation including the name of the donor, the name of the transferred security, the number of transferred shares, and the intended use of the gift.

Gifting Mutual Funds

Donors should plan ahead when making a gift using shares of mutual funds. The mutual fund process varies by company and individuals need to obtain the applicable transfer instructions. Mutual fund transfers take longer than a stock transfer and individuals should allow four to six weeks. Individuals wishing to make a year-end gift and want tax credit in the current year should start the process no later than November of each year.

Please contact your mutual fund company and Jan Stricklin, senior associate vice president for principal and planned gifts, by email or call 503-352-2890 at least a month in advance to facilitate the process. Please provide Pacific with the name of the mutual fund that you will be transferring shares from, the symbol or CUSIP, the number of shares, the expected dollar amount of the transfer and the intended use of the gift.

Gift Planning Opportunities

For further gift planning opportunities, visit our Planned Giving website or contact Jan Stricklin.

 

Tuesday, Nov. 9, 2021