Make a Gift of Securities to Support SCSU
Why Consider a Gift of Securities to SCSU?
If your investments have appreciated over time, you may be able to give much more than you thought possible by transferring appreciated securities (stocks, bonds, and mutual fund shares) rather than cash. You could possibly avoid the potential capital gains tax on the appreciation, provided you have owned the investment for more than one year. SCSU benefits from the full amount of your gift.
How to Make a Gift of Securities to the SCSU Foundation
To ensure the transaction is properly executed and credited, please complete the form below. Please inform your broker to contact the SCSU gift processor (contact information listed below) directly, prior to making a transfer to SCSU’s National Financial Services account.
DTC# 0226, National Financial Services
Further credit to account #: NYK-004279
Account Name: Southern Connecticut State University Foundation
The form below must be completed and submitted to us each time you make a gift of securities. If you hold the securities in certificate form or have any questions, contact the SCSU Foundation to ensure the most efficient transfer possible.
Thank you for your gift of securities supporting SCSU. We will send you a letter acknowledging the securities transferred and will credit the gift to you at the average market value on the date of transfer. Please allow additional time for the processing of this type of gift.
Questions? Contact the SCSU Foundation:
Laura Colella
Advancement Services Manager
(203)392-7083
colellal2@southernct.edu