Make a Greater Impact by Donating Stock
Making a gifts of stock is a great way to support the University while maximizing your tax benefits. Donating appreciated stocks can help you avoid capital gains tax and receive a charitable deduction. It's also a smart way to make an immediate impact on our students' lives.
By donating stock, you can:
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Avoid Capital Gains Tax
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Save through Charitable Deduction
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Reduce Value of Your Estate
How to Give
Transferring appreciated stock is the easiest and most effective way to give. To make a transfer, provide your broker with the account information for Charles Schwab or Stifel.
Charles Schwab–Account: 6056-8190 DTC: 0164
- 2423 East Lincoln Drive
Phoenix, AZ 85016
Stifel–Account: 21284023 DTC: 0793
- 112 S Riverfront Drive
Mankato, MN 56001
Attn: Kayla Olsen - 507-625-3127 or 800-395-3445
Minnesota State University, Mankato Foundation, Inc.
Federal Tax ID/EIN: 41-6033423
After Transfer
After completing the transfer, contact a representative from our development team or Jodi Bruns to detail the purpose or program your gift should support.
- Jodi Bruns at 507-389-6832 or jodi.bruns@mnsu.edu
- Contact the Development Team