Gifts of Stock
How to Donate Stocks
Many individuals choose to give stock or securities in order to avoid capital gains tax and support Prep. If you would like to gift 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)
• Fund designation for gift (Annual Appeal, Endowment, Capital, Kathy Krueger Student Support Fund)
UBS Financial Services Inc.
Seattle Preparatory School
Geoff Wilwerding - 206-628-6546,
Mark Matthews - 206-628-6518
John Russell - 206-628-3135
Please Note: Before making a transfer to Seattle Preparatory School, please remember to contact Cinda Lavely (206-577-2135) or Geoffrey Wilwerding by phone or email 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.
To gift securities in certificate form, mutual funds, Government Securities, T/Bills, Notes or Bonds, please Cinda Lavely to arrange delivery.
Tax ID # 91-0644000