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: UBS Financial Services, Inc.
DTC: 0221
Account No: WL75761
Client Name: Mount St. Joseph University
MSJ Broker Contact
Adam Schmidt
Wealth Strategy Associate
UBS Financial Services Inc- Lawrence, Burchenal, DeBord
8044 Montgomery rd, Suite 200W
Cincinnati, OH 45236
Phone: 513-792-2127
Fax: 855-395-4974
MSJ Contact
Colleen Pfeiffenberger, Director of Advancement Services
colleen.pfeiffenberger@msj.edu
Phone: 513-244-4296
Tax ID: 23-7179567