Stock Gifts

Thank you for your interest in gifting securities to support Samford University. Your wise market investment is a wonderful gift to Samford. By donating appreciated stock, you can avoid long-term capital gains tax and deduct the full market value on your tax return.

To transfer stocks to Samford University, please provide the following details to your brokerage firm then contact Doug Wilson, Assistant Vice President for University Advancement, at 205-726-4266 to inform Samford of the amount (dollars or shares), stock name and desired use of funds.

Brokerage Firm

Northern Trust DTC
Clearing #2669
Account #26-38462
If requested, Samford’s EIN number is 63-0312914

For cash wire transfers, contact Ian Schwarting, Accounting and Financial Services, 205-726-4536.

Personal Property

Gifts of donated property, including real estate and in-kind gifts such as rare books or scientific equipment, may be immediate or planned gifts. Read more and explore how your cherished possession can make a difference for the Samford programs you care about most.

Gifts of Real Estate

Donating a home, farm, or forested property can provide you with many financial benefits while supporting Samford University’s teaching, research, students, and outreach. Benefits may include:

  • Income tax deduction based on the appraised value of the property
  • Avoidance of capital gains taxes
  • Relief from maintenance and other ownership responsibilities
  • Assistance with property sale
  • Immediate or future support for Samford University

These gifts of property may be made outright, as life-income gifts with tax benefits, or with an arrangement where you reserve the right to continue living on the property for your lifetime. Our experts can help you explore the options and create a plan that fits your needs.

Gifts-in-Kind

Gifts-in-Kind, contributions of tangible property, may include items such as rare books for the library or specialized equipment for scientific research. If the item(s) meets the needs of a Samford program, donors can realize many rewards including:

  • Tax deduction based on the fair-market value of the item
  • Avoidance of capital gains taxes
  • Seeing a treasured possession advance research and education

Call or email us for help with personal property gifts.