A donation of appreciated securities held longer than one year may be deducted at full fair market value up to 20 percent* of adjusted gross income—and you pay no capital gains tax! Unused deductions may be carried forward for five additional years. (*depending upon your level of taxable income)
Stock transfers may be initiated by a donor or a donor's broker. After completing the transfer, please inform Steven Heath, whose contact information is shown below. Please use the following instructions for electronic transfer of DTC Eligible Book
Entry Issues to the University of San Diego:
Depository Trust Company
The Northern Trust Company
Trust Department
(DTC) Participant No. 2669
Reference: 26-46718 University of San Diego
Reference donor's name
Shares of Mutual Funds may also be transferred, but they require the advance assistance of USD. To effect the transfer of Mutual Fund shares, please send the following information to the attention of Steven Heath, whose contact information is shown below.
Mutual Fund Transfers - additional instructions to provide:
- Mutual Fund Name
- Ticker or CUSIP
- Shares or dollar amount to be transferred
- Where the Fund is held: (Broker or direct at Fund company)
- Contact name at broker or fund company
- Account number at broker or fund company
- Name or Donor
Important Note: Please contact the following at USD when initiating a stock transfer to be sure your gift is properly allocated to the fund of your choice.
STEVEN HEATH
USD Finance Office
Phone: (619) 260-7594
treasury@sandiego.edu
DEBBIE RIDER
School Director of Development
Phone: (619) 260-5955
lawdev@sandiego.edu