Mount St. Joseph University welcomes your gift of security. It's an attractive giving option that benefits both the charity and the donor. If the charitable gift is appreciated security, it produces two tax benefits for the donor: an income tax deduction and bypass of capital gain.
To make a gift of security or mutual funds, please contact the IA department at 513-244-4593 or another member of the Institutional Advancement at Mount St. Joseph University. You will be asked to complete and return a securities 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 Road, Suite 200W
Cincinnati, OH 45236
MSJ Contact
Institutional Advancement
513-244-4593
Or
Dan Emsicke, Senior Philanthropy Advisor
dan.emsicke@msj.edu
Tax ID: 23-7179567