Happy Holidays from the PLU Advancement Team!

Thank you for your year-end gift on behalf of PLU and PLU students!

All 2022 gifts, including online gifts, credit card gifts, or gifts of appreciated securities, must be received by PLU by December 31, 2022 to be included in your year-end tax summary. The only exception is checks received via mail. Checks that are postmarked on or before December 31, 2022 will be receipted with a 2022 gift date. We will mail a gift receipt to you; please keep your receipts for tax purposes.

Remember that we are here to answer your questions about giving and we want to make sure your giving experience is meaningful for you and our students.

We wish you and your family a joyous holiday and best wishes in the New Year!

Please note that the office will be closed December 23-January 1, but phone and email messages will be answered during that time.

Any checks received after December 30 will be deposited in the new year but credited to 2022 if postmarked on or before December 31.

Support Our PLU Community

You can invest in our PLU community this new year and support students as they continue on their journeys as Lutes. Your generosity will support education that creates thoughtful, caring and service-oriented leaders.

Ways to Make a Gift

  • Call us at (253) 535-7177
  • Make a gift online anytime: plu.edu/give
  • Mail a check, payable to PLU: Office of Advancement, Pacific Lutheran University, 12180 Park Ave S, Tacoma, WA 98447
  • Electronic fund transfers (wire or ACH) will be accepted into PLU’s bank account during the closure period.

Gifts of Appreciated Securities or Retirement Assets

If you have questions about making a gift of appreciated securities, click here or call Doug Page at (253) 535-8488. If you are ready to make a gift of appreciated securities, click here to use our helpful stock transfer tool. If you have questions at any time, please call Doug Page at (253) 535-8488 or email at page@plu.edu.

If you are 70 1/2 or older, IRA Charitable Rollover gifts allow you to make a gift directly to a qualified charity such as Pacific Lutheran University, without paying income taxes on the money. Click here to use our helpful QCD tool or contact your IRA administrator to request a transfer. If you have any questions, please contact Doug Page at (253) 535-8488 or email at page@plu.edu.

Stock Transfer Instructions

The easiest way to make a gift of stock is to use our online tool that walks you through the process and automatically alerts us to the gift. Or, you can give the information below to your broker. Don’t forget to let us know the gift is coming, so we know who the gift is from when it arrives.

National Financial Services
Account number: 0QF-737666 (note: the first digit is a zero)
Depository Trust Corporation: (DTC): 0226
PLU Federal Tax ID: 91-0565571

Contact Information:
Summit Wealth Management
3010 Harborview Drive, Suite 301
Gig Harbor, WA 98335