Gifts of securities which have risen in value since their purchase are particularly attractive under our current tax laws. Stocks, bonds, and mutual funds which have increased in value since their purchase and have been held at least 12 months make effective charitable gifts.
Memphis University School welcomes these types of gifts. To transfer securities to MUS, have your broker transfer the stock to Morgan Keegan & Co. DTC #780 into MUS account #51002020. Additionally, please ask your broker to notify the MUS Development Office of the stock and number of shares once the transfer has taken place (often securities are transferred without reference to the donor; this information will help us identify your gift).
For tax purposes, the value of your gift will be determined by averaging the high and low of the stock, multiplied by the number of shares, on the day the transfer is completed.
For additional information or assistance, please contact:
MUS Development Office:
Perry Dement
Director of Advancement
6191 Park Avenue
Memphis, TN 38119
(901) 260-1350
(901) 260-1355 fax
MUS Broker:
Collie Krausnick
Morgan Keegan & Company
50 North Front Street #1500
Memphis, TN 38103
(901) 529-5321
(800) 366-7426
(901) 579-4402 fax
Thank you for your generous support of Memphis University School!