How to Transfer Stock to USF

  • Please notify us when you are ready to make a gift of securities to USF. We need to know the name of the stock or mutual fund shares you intend to contribute, the approximate value, and how you would like USF to use your gift in order properly acknowledge you.
  • Our primary and preferred brokerage account is with UBS and is appropriate for most gifts of securities. If you have physical stock certificates or intend to transfer mutual funds or shares in a closely held company, please contact us immediately because certain steps must be taken before the transfer is initiated. Authorize your broker or agent to transfer shares via DTC to USF’s brokerage account at UBS:

DTC # 221
Account Name University of San Francisco Account # KP-33598-60
USF Tax ID # 94-1156628

USF also has a brokerage account at Charles Schwab for our donors who have Schwab accounts:

USF Schwab account # 8992-3715 Account Name University of San Francisco

Account mailing address 2130 Fulton Street, LMN #300, San Francisco, CA 94117-1080