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


Phone: 513-244-4296


Tax ID: 23-7179567