Gift of Stock


1. Before you instruct your financial advisor to transfer appreciated securities, please call or email Danielle Lesner in the Wildwood advancement office to inform her of the transaction so she may alert our representatives at Westmount Asset Management. Please include your name and the name(s) of securities to be transferred. This is an essential step that allows us to ascertain who the donation is from and to track the donation in a timely fashion. Danielle’s contact information is (310) 806-4525;

2. Instruct your financial advisor to transfer the security to the school providing the information below.

     Charles Schwab
     DTC Clearing #0164, Code 40
     For benefit of account
     Wildwood School
     Wildwood Tax ID #95-2921998

3. Please ask your financial advisor to provide your name and the name and quantity of securities to be transferred to Wildwood’s investment advisors at Westmount Asset Management. Georgette Young or Sean Cauvel can be contacted at (310) 556-2502 or at and It is best to share this information via email with both contacts above.

The transfer paperwork received by the school often does not have the donor’s name noted, and it is very difficult to identify the donor after the transfer is made.

Click here to download the PDF instructions.

K–12th grades, authentically progressive since 1971.

Elementary School

12201 Washington Place
Los AngelesCA 90066
(310) 397-3134

Middle and Upper School

11811 Olympic Boulevard
Los AngelesCA 90064
(310) 478-7189
powered by finalsite