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Gifts of Stock

The college asks that you instruct your broker to transfer the gifted securities to:

For Credit To:

Fidelity, DTC# 0226,
Birmingham-Southern College Custody Account #Z44-101877.

You may contact Erin Humphrey at cis@feg.com or 513-977-4400.

You and/or your broker should take care to inform the college that a stock transfer is imminent to ensure that the transaction is completed in a timely way. Please use our Letter of Intent online form available here. Additional time will be necessary when transferring mutual fund shares or non-publicly traded securities.

BSC prefers to have a letter of intent submitted online from each donor, but you may also send a letter to notify of your gift of stock to the college. Please include the following in your letter:

Per instructions to my broker (insert broker name) with (insert firm name) on (insert date), (insert number) shares of (insert name of stock) were transferred to the BSC custody account number 4Z44-101877 at Fidelity.

The approximate value of this gift is $ (insert approximate value of the stock). This gift is to be designated for (insert particular fund or specify for unrestricted use).

Your full name

(Please include your phone number so we may contact you if we have questions.)