Seattle Prep's Stock Transfer Instructions
If you are gifting electronically held securities:
Contact your broker in writing with instructions to transfer (not sell) the specified stocks to Seattle Prep’s stock gift account, and include:
• your account number and signature(s)
(both owners of a joint account must sign)
• date you wish to complete the charitable gift
• company name and number of shares
• Fund designation for gift (Full Cost, Annual,
Washington Asset Management
DTC #0235 (RBC/JHS Capital Advisors)
Seattle Preparatory School
Broker: Brian DiJulio
Before making a transfer to Seattle Preparatory School, please remember to contact Brian DiJulio at Washington Asset Management, Inc. and Becky Burns, Director of Stewardship (firstname.lastname@example.org) to let them know the amount of stock being transferred. This is very important to assure that you are properly credited with the full amount of your stock donation in a timely manner.
If you are gifting securities in certificate form, mutual funds, Government Securities, T/Bills, Notes or Bonds, please contact Becky Burns to arrange delivery.