US BankAccount number: 13227889FBO Bertschi School
DTC#: 0280Tax 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.
Advancement OfficeBertschi School2227 10th Ave ESeattle, 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.