Gifts of Securities

Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to the University of South Alabama that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains taxes is not due on gain in the donated securities.

Information for Electronic Stock Transfer to the University of South Alabama
Account# 60095494
DTC# 0780 - Morgan Keegan
Tax ID# 63-0477348
Contact Person Chris Gewin
Broker Telephone (251)316-3100

Please contact our organization via mail, e-mail, facsimile, or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Angela Dunn at 251-460-7906. You are encouraged to leave a voice message or email message if no one answers. The facsimile number is 251-461-1776. If sending email, please use the Contact Us link on the navigation menu.

Thank you for your support of our organization.