Lake Superior State University
Lake Superior State University
 
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Alum Success

"The education that I received at Lake Superior State University has opened many doors for me. I have worked with Firefighters and Paramedics for over thirty years as a co-worker, educator, and student. I have been very blessed in my life to have these opportunities. I truly believe that education is the cornerstone of everyone’s career and LSSU provides the best.

My future goals are to become the Director of a Fire Science program and follow in the footsteps of the great educators that I have had the privilege of learning from. This will not be easy, but I believe that these Professors have prepared me to be successful. My achievements will be a direct result of the knowledge that they have bestowed upon me. It will then be my obligation to share this knowledge with others. ”

Keith M. Campbell '07

Firefighter/Paramedic

Fire and hazardous materials response coordinator for the U.S. Navy based in Bahrain

LSSU Foundation

Giving Securities

A unique way to give to Lake Superior State University is through the transfer of appreciated stocks and securities. Whether in a “bull” or a “bear” market, stocks are a good way of giving.

If you have held the stock for just 12 months, giving stock will provide you with:

  • A charitable deduction at the full fair market value of the stock regardless of what price which you purchased it at.
  • An elimination of any capital gain tax related to the sale for this tax is waved.

In order to take full advantage of the tax benefits it is best to give stock that has increased in value from your original purchase price to get the full tax advantage. If your stock is less than your original purchase price, it is better to sell the stock yourself, claim the loss, and give the proceeds to LSSU.

How do you give stock and securities? Tell your broker to contact our broker.

Our current broker information:
Bill McLeod
Edward Jones & Company
939 East Portage Avenue
Sault Ste. Marie, MI 49783
906-632-4985 (office)
877-222-4065 (fax)

The DTC number is: 0057
Our account number is: 498-03736-1-9
Our tax identification number is: 38-2576021

Here is a sample of a stock transfer letter: click here

It is very important that you contact the LSSU Foundation to notify us of your stock transfer so that we can give you proper and timely acknowledement of your gift.

Note: It is the policy of the LSSU Foundation to sell stock upon receipt.

Mechanical Engineering, minor in Mathematics

Kevin Lidbeck Kingsford, MI

I enjoy the small classrooms, friendly students and staff, and the ease of being able to get around campus. [ more ]

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