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.

To make a gift of stocks or mutual funds, please contact the Vice President for Institutional Advancement Sydney M. Prochazka or another member of the Institutional Advancement at Mount St. Joseph University. You will be asked to complete and return a stock donation letter of intention. 

Electronic Transfer

  • Notify your broker of your intended gift by transfer.
  • Notify Mount St. Joseph University of your gift.
  • Transfer to: UBS Financial Services, Inc.

DTC: 0221

Account No: WL75761

Client Name: Mount St. Joseph University

MSJ Broker Contact

UBS Financial Services Inc- Lawrence, Burchenal, DeBord

8044 Montgomery rd, Suite 200W

Cincinnati, OH 45236

MSJ Contact

Sydney M. Prochazka, Vice President for Institutional Advancement

Tax ID: 23-7179567