Mount St. Joseph University welcomes your gift of stock. It's an attractive giving option that benefits both the charity and the donor. If the charitable gift is appreciated stock, it produces two tax benefits for the donor: an income tax deduction and bypass of capital gain.

Electronic Transfer

  • Notify your broker of your intended gift by transfer.
  • Transfer to: U.S. Bank Institutional Trust & Co. 

DTC: 2803
Account No: 001050991026
Account Name: Mount St. Joseph University - Gift

Contact

E-mail: christopher.stewart3@usbank.com, call 513-632-4194, or fax 866-941-6670

  • Donor's name
  • Name of stock
  • Number of shares
  • Broker that is transferring stock
  • Date of transfer
  • Purpose of gift

You will receive written confirmation of the value and date of your gift for income tax purposes. The value of the gift will be the average of the high and low prices on the date of the gift, which is determined as follows:

  • If delivered by electronic transfer, the date the shares are received into the Mount's account.

If you have any questions, please contact Mark Osborne at 513-244-4892 or mark.osborne@msj.edu