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Stock Donation Instructions

Thank you for considering a gift of securities in support of Marymount. Gifts of securities often provide significant tax benefits for donors. Appreciated securities held for over a year are deductible at market value, up to 30 percent of your adjusted gross income. Unused deductions may be carried over for up to five years, and the capital gains tax is avoided through such a gift.  For making a gift of stock please follow the instructions listed below or contact Marymount University for additional assistance..
 
To transfer stock donations from a brokerage account, please have your broker contact:
Julie Overman
BB&T, Philanthropic Services Administration Group
(800) 866-2288
(919) 716-9413
 
Ms. Overman will provide your broker with all the information needed to complete the transfer, including our DTC, angent bank, and account numbers.  You will receive a receipt for your gift of securities shortly after they have been transferred to our account.
 
To transfer physical certficiates:
Please mail the certificate to:
 
BB&T
Philanthropic Administration Group
Attn: Julie Overman
MC: 172-01-14-00
434 Fayetteville Street Mall
Raleigh, NC 27601
Ref: Marymount University - Unrestricted Account # 1873000731
*For other accounts numbers, such as gift annuities or endowment accounts, please contact Marymount University.
 
 
If you have any questions or need additional information, please contact Julie Overman at BB&T at (800) 866-2288 or Marymount's Office of Development at (703) 284-1647.
 
Thank you for your support of Marymount University!