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 April Collier, VP for Development (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 April Collier to arrange delivery.