Donating appreciated securities to University Child Development School is easy.
Securities Held Electronically
If your securities are held "in street name" with your broker, download this form and send it to your broker to transfer your shares to UCDS.
If you are transferring stock from a joint account, both account owners must sign the letter.
You can contribute stock from several companies held within the same account.
It is wise to check with your broker soon after sending the letter to ensure that the transfer is complete, especially if you initiate this gift shortly before December 31.
Securities in Certificate Form
If you have stock or bond certificates, please contact our Business Manager, Charles Kapner to arrange delivery. Charles can be reached at 206-547-8237 or by e-mail at charlesk@ucds.org.
Because of their complexity, securities gifts are best made at least two weeks prior to December 31.
Download the Adobe PDF Stock Transfer Form.
To view this form, you must have Adobe PDF Reader. Click here to download the PDF Reader.
