Gifts of Securities

Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to the University of South Alabama that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains taxes is not due on gain in the donated securities.

Thank you for considering a gift or charitable contribution made via stock transfer. For gifts or charitable contributions made via stock transfer, please contact in advance the USA Office of Advancement Services at with donor name, name of the stock, amount of shares, and benefiting fund. This will ensure that donors are properly credited and receipted for their gifts and ensure that the proper USA fund benefits from the gift.

Receiving account title: University of South Alabama
Receiving account number: 8370‐1478
Name of receiving institution: Charles Schwab & Co., Inc.
DTC Number: 0164ww

Name: University of South Alabama and USA Health System (includes Children and Women’s Hospital, University Hospital, and USA Physicians Group)
EIN/Tax ID: 63-0477348
Name: USA National Alumni Association
EIN/Tax ID: 63-0695653

Jacob Crane
USA Development and Alumni Relations
Phone: (251) 414-8118