Gifts of Securities and Stocks

Thank you for considering a gift of appreciated securities or stocks.

Donating long-term appreciated securities can make a big impact for Mount Marty students. Mount Marty benefits by selling the stock without paying taxes on the gain, and you benefit from making a contribution which would be larger than what you might have been able to donate in cash. Additionally, you can specify which fund or area you would like to support, including the MMU Annual Scholarship Fund.

To initiate a transfer of securities held by a brokerage firm or commercial bank, speak with your financial adviser or work directly with the brokerage firm or bank to electronically transfer the securities to the college.

To make a gift of securities or stock to Mount Marty University, please use the information below or download this pdf with transfer instructions: PDF Instructions.

Instructions for Stock Transfers to Mount Marty University

  1. Please contact the Office of Advancement at 605-668-1542 regarding the application and designation of the proceeds from the securities.
  2. The donor’s brokerage company will need the following information in order to transfer securities to Mount Marty University. Either of the accounts listed below may be utilized.
  • Raymond James Account Number: 51239263
    DTC: #0725
    FAO: Mount Marty University

  • Edward Jones Account Number: 57005267-1-7
    DTC: #0057
    FAO: Mount Marty University Corp.

Notice:

  • Securities are sold by Mount Marty University within 24 hours of receiving the gift.
  • Mount Marty University is a 501(c)(3) organization. Contributions are deductible as allowed by law. Please speak with your financial adviser about the deductibility of your gift.