Stock and 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 don't have to pay a long-term capital gains tax on the stocks. Plus, you'll 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)
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.
Gifts in Kind
A gift-in-kind is a donation or contribution of items that add value to the Carolina University educational experience. When received, any gift-in-kind becomes the property of Carolina University and we will decide the best use of the gift. We will consider using the gift to enrich a specific area of campus, but we also reserve the right to sell, exchange or discard items that do not match our current needs. Examples of a gift-in-kind could include but not be limited to book collections, office equipment, building supplies, vans, cars, busses and artwork. To make a gift-in-kind, please contact the Office of Development.