Gift of Stock
INSTRUCTIONS FOR TRANSFERING APPRECIATED SECURITIES
1. Before you instruct your financial advisor to transfer appreciated securities, please call or email Aimee Richer 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. Aimee’s contact information is (310) 806-4525; firstname.lastname@example.org.
2. Instruct your financial advisor to transfer the security to the school providing the information below.
DTC Clearing #0164, Code 40
For benefit of account
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. Dennis Wee, Kamran Valipour, or Sean Cauvel can be contacted at (310) 556-2502 or at email@example.com, firstname.lastname@example.org, and email@example.com. It is best to share this information via email with all three 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.