Gifts of Securities
A gift of appreciated securities — such as stocks, bonds or mutual funds — is a powerful way to support the University of South Alabama while potentially maximizing your tax benefits.
By transferring long-term appreciated securities directly to South, you may be able to:
- Avoid capital gains taxes on the increase in value
- Receive a charitable income tax deduction for the full fair market value (if you itemize and meet IRS requirements)
- Make a larger impact than with a cash gift of the same cost basis
This type of giving allows you to invest in the future of USA students, programs and healthcare initiatives while making a financially strategic philanthropic decision.
To ensure your gift is processed accurately and credited appropriately, please notify us in advance of your transfer.
Before initiating your gift, contact the USA Office of Development and Alumni Relations at development@southalabama.edu.
Please include:
- Donor name
- Name of the stock or security
- Number of shares
- Intended benefiting fund or program
Advance notice helps ensure:
- Proper donor recognition and receipting
- Accurate allocation of your gift to the fund of your choice
Account Title: University of South Alabama
Account Number: 8370-1478
Receiving Institution: Charles Schwab & Co., Inc.
DTC Number: 0164
University of South Alabama and USA Health System
(Including all hospitals and clinics) EIN/Tax ID: 63-0477348
USA National Alumni Association
EIN/Tax ID: 63-0695653
University of South Alabama Medical Alumni Association
EIN/Tax ID: 63-1093986
For assistance or to discuss your gift, please contact:
Jonathan Bowden
USA Development and Alumni Relations
(251) 461-1901
jbowden@southalabama.edu
Our development team is ready to support donors every step of the way.