giving appreciated securities is a convenient way to support the mount while gaining tax advantages.
summit brokerage services, inc.
595 south federal highway, suite 500
boca raton, fl 33432
phone: (717) 637-0227
dtc number: 0443
account name: mount st. mary's university donation account
account number: hph153972
we would appreciate it if you or your broker would notify the director of development at (301) 447-5361 of the approximate date of the transfer.
unfortunately, when funds are transferred electronically, the donor's name is not always included in the transfer information. by letting us know of your gift, we will be able to properly match the stock that we received with your gift record. please call, email or write to us with the following information:
you receive an income tax deduction for the full market value on the date of the gift, provided you have owned the securities for more than 12 months.
kim johnson, mba'18
director of development