Gifts of Stock
Seattle Prep's Stock Transfer Instructions
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)
• date you wish to complete the charitable gift
• company name and number of shares
• Fund designation for gift (Full Cost, Annual, Capital, Scholarship)
Washington Asset Management
DTC #0235 (RBC/NBC Securities, Inc.)
Seattle Preparatory School
Broker: Brad DiJulio
Phone: 425.646.6693 (office)
Phone: 425-443-9950 (cell)
Before making a transfer to Seattle Preparatory School, please email Brad DiJulio at Washington Asset Management, Inc. and Becky Burns, Director of Stewardship 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.