Gifts of Securities

 
 
 

Complete your 2024-2025 FAFSA as soon as possible to ensure you meet any Federal, State, Private, or Morningside requirements. Visit the FAFSA website

Morningside HPER Center

When you give Morningside University appreciated stock that you have owned for more than one year, you receive a tax deduction for the full value of the gift and avoid paying capital gains tax. Morningside is grateful for the growing number of donors who choose to make their gifts with appreciated securities. Your financial adviser can arrange for a year-end gift of stock from your account.

You will need the following information to make a gift of securities:

To: SEI Private Trust Company
DTC Number: 2039
Security National Bank Account Number: 11234
FBO: #5-09743-00 (Morningside’s Security National Bank Sub-Account)

Please include the account number and the FBO number.  

Morningside University Tax ID #: 42-0680400

The transaction will transfer the securities to the Morningside’s account at:

Security National Bank of Sioux City, Iowa
Trust Department
601 Pierce Street
Sioux City, IA 51101
Phone: (712) 277-6663
Email: trustoptransfers@snbonline.com

Please let Morningside know the stock name, number of shares being transferred, the purpose of your gift, and the name of the donor.

If you or your broker need additional information or assistance, please contact Paul Erbes, VP of Institutional Advancement at 712-274-5260 or erbesp@morningside.edu.

Contact Us

Questions? We’d love to help. Contact us today. Get in touch with our Institutional Advancement team today!

Lewis Hall