Giving Gifts of Securities
If you wish to gift securities to USC College and the securities are held at one of the brokerage firms listed below, please call the Treasurer's Office at (213) 740-5412 to request USC's brokerage account number. You can initiate the gift by completing the Donor Transfer Form - Brokerage to Brokerage (Fill-In PDF). The form should be faxed to Xiomara Moncada at (213) 740-4989 or emailed to xmoncada@college.usc.edu. Please be sure to indicate which area of the College you want your gift to support.
If you wish to gift securities to USC and the securites are not held at one of the brokerage firms listed below, the securities should be transferred to USC's custodian (Bank of New York).
DTC Participant: Bank of New York
Participant Number: 901
Account Name: USC Restricted Securities Account
Account Number: 367242
Tax ID: 95-1642394
If gifting securities via the Bank of New York, please email Xiomara Moncada at xmoncada@college.usc.edu with your name, security description, number of shares, and gift designation/purpose.
Any questions can be directed to your development officer contact or to Xiomara Moncada at (213) 740-4955 or xmoncada@college.usc.edu.
List of USC Brokerage Firms
A.G. Edwards & Sons
Angeloff Company
Bear Stearns
Charles Schwab
Crowell Weeden & Co.
Credit Suisse First Boston, LLC.
E*Trade (Formerly Brown & Co.)
Fidelity Investments
Goldman Sachs
Janney Montgomery
Merrill Lynch
Morgan Stanley
Morton Seidel & Co.
Oppenheimer & Co.
RJJ Pasadena Securities, Inc.
RBC Dain Rauscher
Citigroup/Smith Barney
Stephens Inc.
TD Ameritrade (Formerly TD Waterhouse)
UBS International
Wachovia Securities
Wedbush Morgan Securities
Wells Fargo Investments