Gifts of Appreciated Securities

Gifts of appreciated securities provide financial support for the U. S. Naval Academy Foundation as well as tax benefits for the donor. Usually, long-term appreciated securities can generate the most favorable tax benefits.

To ensure that your contribution is receipted in a timely manner, please follow the steps below notifying the Foundation of your plans. To make this process simpler we suggest using this sample letter to notify both the Foundation and your broker.

Step  1: Contact Information

Linda Reyes
linda.reyes@usna.com

Step 2: Information Needed 

• Name of securities
• Number of shares or an approximate total value
• Name of the brokerage firm that will be handling the transfer
• Gift designation (purpose)

Step 3: Provide the USNAF account information to your broker

U.S. NAVAL ACADEMY FOUNDATION, DEVELOPMENT ACCOUNT
RBC Wealth Management
DTC #0235
Account # 31552014

Note: Please instruct your broker to add your name to the reference field

Thank you for your donation. We will be in touch with you when the stock transfer has been completed.

Please note that it is our policy to sell securities as soon as they are received.