2009 CYE Gift Processing Procedures

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					   2009 Calendar Year-End Gift Processing Procedures

                                    Received up to                  Last Processed Date
   Checks                            1/11/2010 with 12/31
                                      U.S. postmark date
                                                                     1/12/2010 with 12/31 postmark
                                     12/31 if by non USPS
                                      (e.g. FedEx)
   Online/Credit Card Gifts                  12/31/09                            12/31/09
   Stock Gifts                               12/31/09                            12/31/09

   Advancement Services Staff is located at 622 Brodhead Avenue
                                         Advancement Services Coordinators
         Bonnie Mesler           84673                            Marisol Metcalf        84742
         Chelsea Santoro         85635                            Nae-Chen Wang          85351
                                    Manager, Advancement Services
                                             Karen Sims 85727
Objective

The purpose of this communication is to clarify calendar year end procedures for gift processing of all
contributions.


General Items
    If you will be out of the office the last week of December, please have someone go through your mail
      and forward any contributions immediately to the Advancement Services Coordinator staff.

      Be sure to use the contributions transmittal form when forwarding those checks.

      Please review your voicemail message to redirect callers with year-end gift questions to contact one
       of our advancement services coordinator staff or Karen Sims at (866) 517-1552. Please also
       mention that donations will be accepted until 12/31/09, midnight EST online at
       www.mylehigh.edu/giving.

      Gifts received postmarked as of December 31, 2009 will be accepted at 622 Brodhead until Monday,
       January 11, 2010. It is imperative that we have all supporting contribution documentation in our
       offices no later than January 11, 2010 to ensure that accurate processing is completed and
       information is shared to appropriate Lehigh University stems.

      All credit card gifts made via the website until 11:59 pm eastern standard time on 12/31/2009 will
       be processed for calendar year 2009.

      If a donor needs to make a credit card gift on 12/31/2009 and are not able to do it online, they
       must call 622 Brodhead by 2:00 pm EST on 12/31/09 in order to allow for the completion of the
       processing of these credit card gifts. These calls may be directed to any of the Advancement
       Services Coordinators at 622 Brodhead.

            o   Please note that on 12/31/09 the voicemail of the Advancement Services Staff will repeat
                the same message informing all interested donors to complete their contributions online
                until 11:59 pm (EST) of 12/31/09

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2009 Calendar Year-End Gift Processing Procedures



Checks

        All checks received after 12/23 must include the postmarked envelope to be counted for
         2009! We must emphasize the need for all documentation to be received simultaneously as
         the omission of the envelopes may delay processing of the gifts.
        Checks received with U.S. postmark dates up to 12/31/2009 can be processed through January 12,
         2010. Envelopes must accompany every contribution.
        Please note that checks mailed using another carrier besides the United States Postal Service (e.g.
         Fed Ex, UPS) must be delivered and received by Lehigh University no later than 12/31/2009 in
         order to be credited for 2009.
        Due to the heavy volume at this time of year, please be sure that you immediately forward any
         checks you receive with the transmittal form to the Advancement Services staff.




Stock gifts
    For detailed information on gifts of securities, please refer to
       http://www.lehigh.edu/~infinsv/non_cash_donations.html

        Thursday, December 31 will be the last day that stock gifts for the calendar year can be processed.

        The stock must be credited to our brokerage accounts by Thursday, December 31. If mailed, the
         stock power and stock certificates should be mailed in separate envelopes and must be postmarked
         by Thursday, December 31. Please note that stock power and stock certificates mailed using
         another carrier besides the United States Postal Service (e.g. Fed Ex, DHL, UPS) must be delivered
         and received by Lehigh University no later than 12/31/2009 in order to be credited for 2009.

        These should be mailed attention to Kathleen Milmine at:
                                       Finance and Administration
                                       Lehigh University
                                       27 Memorial Drive West
                                       Bethlehem, PA 18015




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2009 Calendar Year-End Gift Processing Procedures




Credit Card/Online gifts

Credit card gifts made via the website on 12/31/2009 will be processed for calendar year 2009.

If a donor needs to make a credit card gift on 12/31/2009 they can:

       Visit us online at www.mylehigh.edu/giving
       Call the Advancement Services staff from 8:30 a.m. to 2:00 pm in order to allow for the completion
        of the processing of these credit card gifts. We can manually process credit cards through
        Wachovia on 12/31. All calls received after 2:00 pm will be directed to complete their giving via
        the website listed above.

    If you have any questions please direct them to Karen Sims, Manager, Advancement Services at 610-
    758-5727.




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