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
or (424) 289-1042.
Securities to be Donated
Number of Shares
Where should the funds be applied?
Location of Stock
Name of Firm
Broker Phone Number
I wish to remain anonymous. Do not include my name in the Report on Philanthropy
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