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