End-of-year stock giving tips
Maximize your 2019 tax benefit while supporting USN with a gift of stock by Tuesday, December 31.
By Anne Westfall, Director of Development
As we approach the end of 2019, we have a few tips on charitable donations of stock at the end of a calendar year.
If you have any questions or need additional information, please contact us. Thank you for your continued and generous support of USN.
Back
As we approach the end of 2019, we have a few tips on charitable donations of stock at the end of a calendar year.
- Allow ample time for instructions to be carried out by your broker.
- The date for a gift of stock is the date the stock is received in USN’s account. According to the IRS, the date you give your broker the instructions does not qualify as the date you gift your stock.
- Many stock donations are made at the calendar year-end. Please notify USN, or have your broker notify USN, of stock gifts so that we may track those gifts and ensure that they arrive in our account by Tuesday, December 31.
- To inform us of an incoming gift, please contact Development Director Anne Westfall at 615-277-7495.
Forward to your broker a letter of instruction, including the specific name and number of the securities you are giving, requesting that the securities be transferred via DTC to:
Raymond James & Associates
Contact Person: Joe Gallivan, 615-645-6728
DTC #0725
Account #13503823, University School of Nashville
If you have any questions or need additional information, please contact us. Thank you for your continued and generous support of USN.
More USN News
List of 3 news stories.
-
Horizons at USN celebrates its 12th year
University School of Nashville’s free academic enrichment program was featured in The Tennessean this summer. Horizons includes daily swim lessons and studies in math, reading, science, and writing to reduce summer learning loss among 124 scholars.Read More -
Nashville’s HBCU Fair returns to USN on August 23
University School of Nashville invites all public, private, and charter high school students and their families to meet admissions officers from historically Black colleges and universities, a co-author of "The Guide to College for Black Families," and the founder of a financial aid app. Register at usn.org/HBCUfair.Read More -
Ava ’26 recognized by National Council of Teachers of English
Congratulations to the rising senior, who has been selected for a 2025 Achievement Award in Writing by the National Council of Teachers of English.Read More
Contact
Edgehill Campus
2000 Edgehill Ave.
Nashville, TN 37212
Phone: 615-321-8000
Fax: 615-321-0889
Email: info@usn.org
River Campus
1200 County Hospital Road
Nashville, TN 37218
2000 Edgehill Ave.
Nashville, TN 37212
Phone: 615-321-8000
Fax: 615-321-0889
Email: info@usn.org
River Campus
1200 County Hospital Road
Nashville, TN 37218
USN Mission:
University School of Nashville models the best educational practices. In an environment that represents the cultural and ethnic composition of Metropolitan Nashville, USN fosters each student’s intellectual, artistic, and athletic potential, valuing and inspiring integrity, creative expression, a love of learning, and the pursuit of excellence.
University School of Nashville models the best educational practices. In an environment that represents the cultural and ethnic composition of Metropolitan Nashville, USN fosters each student’s intellectual, artistic, and athletic potential, valuing and inspiring integrity, creative expression, a love of learning, and the pursuit of excellence.