Gifts of Stock/Securities
There are three standard methods of delivery:
To make a gift of securities to Bertschi School, please contact your broker to determine their procedures for the shares to be transferred to Bertschi School's account:
Account number: 13227889
FBO Bertschi School
Tax ID#: 91-0975541
We recommend DTC transfers, as they are the quickest and most reliable. Be sure your broker knows to make the transfer as soon as you authorize it to ensure the value and timing of your gift can be executed immediately. This electronic method transfers the stock or securities from your account to an account in the name of Bertschi School.
Please note: As the donor, you should not direct the broker to sell the securities for Bertschi School. Securities sold by a donor are treated as a cash gift and might expose you to capital gains tax liability. Once you have requested the transfer of securities and they have been delivered to US Bank, a member of the Bertschi School Business Office will direct the broker to sell. Feel free to contact the Advancement Office at 206-442-6860 with any additional questions.
If you have the security certificate in your possession, you may mail the certificate by either certified mail or an overnight service. Mail the unendorsed certificate to:
2227 10th Ave E
Seattle, WA 98102
With the securities, include this Securities Stock Form (which will be emailed to you so you may print the document) with your intent clearly stated. In a separate envelope, mail a signed, blank stock power form, with your signature as it appears on the certificate. Include also a copy of your securities transfer form.
When delivering stock by hand, you may either endorse the back of the stock certificate(s) in our presence or sign a stock power.
Your gift to Bertschi School is tax deductible to the extent provided by law. The school's fiscal year begins on July 1 and ends on June 30 each year. Gifts are credited to the fiscal in which they are received. For more information, contact the Advancement Office by phone at 206.442.6852 or by email at
Click "Next" to submit the stock/securities form to Bertschi School to complete your gift.
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