Make a gift of securities

11/20/2022

With a gift of securities, you receive an immediate income tax deduction for the full fair market value of your securities; and may avoid capital gains tax on the stock’s value if it exceeds the purchase price.

To make a gift of securities, please contact the University’s broker:

Acct.# 891-04F64
DTC# 8862
Tax ID# 13-1740445

The Lerner Group
Merrill Lynch, Pierce, Fenner & Smith Inc
225 Liberty Street | 39th Floor | New York, NY 10281
(212) 236-5583

Additionally, please email advancement@umsv.edu to inform us of your contribution.