Stock & Investment Gifts

You can donate appreciated stocks, mutual funds, ETFs, index funds, and more to Carolina University. When you give long-term appreciated stocks, you do not have to pay a long-term capital gains tax on the stocks. Plus, you will receive a tax deduction equal to the market value of the stock at the time of transfer to CU.

Below are instructions needed for your broker or account manager to transfer a gift of stocks, mutual funds, ETFs, index funds, and bonds to CU:

DTC Eligible Securities (for stock held in "street name" with your broker):

To: Stifel Nicolaus & Company Incorporated

DTC Number: 0793

For benefit of (FBO): Carolina University

Account number: 4875-9343

Federal Bank Wires (US Dollars Only):

Beneficiary Bank Name:

Bank of America

One Bryant Park, New York, NY 10036 (888-715-1000)

ABA#: 026009593

SWIFT: BOFAUS3N (for foreign wires only)

Beneficiary: Stifel Nicolaus & Company, Incorporated

Bank account number: 4451211800

For Further Credit: Account #4875-9343 Carolina University Account

Note: It is important to direct the wire to Stifel’s account number (4451211800) at Bank of America AND for further credit (FFC) to the Carolina University account number (4875-9343)

If you need additional information or assistance with any other forms of giving, please contact the Office of Development at 336-370-5900 or