Paying with Stock Transfers?
University of Southern Mississippi Athletic Foundation
Delivery Instructions for Stock Gifts
If you wish to gift shares of stock currently held in a brokerage account, please provide the following delivery instructions to your broker:
DTC: 0015 (Morgan Stanley Wealth Managment)
Account # 421-042360-121
Account Name University of Southern Mississippi Athletic Foundation
Account Contact: Mike Marshall
Please have your broker provide this information to Mike Marshall via fax to
601-605-3966 or via email to firstname.lastname@example.org letting him know the gift has been initiated and providing your name as the donor.
If you wish to gift stock held in physical form, please endorse the certificate and mail it to:
Morgan Stanley Wealth Management
1018 Highland Colony Pkwy, Ste 105
Ridgeland, MS 39157
Please enclose a letter documenting your wishes to contribute the stock to the University of Southern Mississippi Athletic Foundation, Inc.. Please note that an endorsed stock certificate is a negotiable item. As such, you may wish to send the package via certified or registered mail in order to track its delivery.
If you have any questions, please contact Mike Marshall, 800-829-6460 or 601-605-3964 or Christi Holloway, CFO at the University of Southern Mississippi Athletic Foundation, 601-266-5299.