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Birmingham-Southern College and the Birmingham-Southern College Foundation accept gifts of publicly traded securities, including stocks, bonds and mutual funds. This type of gift may be transferred electronically or delivered in certificate form. It is both the College’s and the Foundation’s general policy for all publicly traded securities to be sold upon receipt.
Electronic Transfer
BSC has established brokerage accounts at a number of local and national firms; however, our main account resides at Fidelity and all gifts of securities should be directed there if possible. The BSC Foundation has authorized the College to accept gifts on its behalf through these accounts.
Step One: Transfer securities to Fidelity:
Account Name: Birmingham-Southern College
DTC:#0226
Account Number: Z44-101877
Attention: FEG Investment Advisors
[email protected] or 513-977-4400
Step Two: Please give receiving firm “information permission.”
Step Three: Please ensure that your broker completes the Securities Transfer Notification Form below.
Questions: 205-226-4909; [email protected]