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.
- Notify your broker of your intended gift by transfer.
- Transfer to: U.S. Bank Institutional Trust & Co.
Account No: 001050991026
Account Name: Mount St. Joseph University - Gift
Attn: Christopher "Lee" Stewart
U.S. Bank Institutional Trust & Co.
425 Walnut Street, 5th Floor
Cincinnati, Ohio 45202
Please include the following in your notification:
- 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 Colleen Pfeiffenberger, firstname.lastname@example.org, or call 513-244-4296.