Giving Stocks

Instructions for Giving Stock

Gifts of appreciated securities may be transferred electronically to The Elisabeth Morrow School by your broker. Please be sure to contact the Development Office with the details of the gift, ie, date of gift, number of shares and name of stock. This is information is imperative in order for EMS to give appropriate gift credit to the donor.

Details Needed By Your Broker

DTC#: 0164 Code 40
Account Title: Elisabeth Morrow School
Account Number: PU 8767-0414

Charles Schwab Co, Inc.
175 Route 17 South
Paramus, NJ 07652
800-435-4000

Details Needed by EMS

Your name
Date of your gift
Name of Stock
Number of shares given

Please send the details of your gift to Penny Lippe

Stock Certificates

If You Hold Stock Certificates, mail them UNSIGNED by certified mail to EMS. Under separate cover, mail a signed stock power to EMS. These items MUST be mailed separately.

Penny Lippe, Director of Development
The Elisabeth Morrow School
435 Lydecker Street
Englewood, NJ 07631

For more information about giving to The Elisabeth Morrow School, please contact:

Penny Lippe

Director of Development

plippe@elisabethmorrow.org

201.568.556 x7222 

Maureen York

Director of Special Events

myork@elisabethmorrow.org

201.568.556 x7223