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.
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 make a gift of Depository Trust Company eligible securities using USN’s broker, please follow these instructions:
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.
As part of a longstanding tradition, retired teachers and professionals from USN over the years came together to celebrate, connect, and reminisce during their annual luncheon in Durnan Auditorium.
It is common to have five or more University School of Nashville student-athletes sign college athletic commitment letters each year, and this year, USN saw eight more student-athletes commit to continue their athletic careers at the collegiate level. USN has several alumni participating in their chosen sport at the collegiate level from the Classes of 2021 through 2025. Continue reading to learn more about where Tigers are competing beyond Edgehill.
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.