Appreciated Securities Gift
Thank you for your interest in donating appreciated securities to Windward School. Before you instruct your financial advisor to transfer appreciated securities, please fill out the form below to alert Windward's Advancement team of the transaction. This is an essential step which allows the school to ascertain who the donation is from and helps to expedite the receipting and gift acknowledgement process. If you have any questions, please contact Michael Bognanno at mbognanno@windwardschool.org or (424) 289-1042.
Donor Information
Donor Name
Your answer
Contact Phone
Your answer
Securities to be Donated
Company Name
Your answer
Number of Shares
Your answer
Where should the funds be applied?
Location of Stock
Name of Firm
Your answer
Branch Location
Your answer
Broker Name
Your answer
Broker Phone Number
Your answer
I wish to remain anonymous. Do not include my name in the Report on Philanthropy
Submit
Never submit passwords through Google Forms.
This form was created inside of Windward School. Report Abuse - Terms of Service