Gifts of Stock/Securities

There are three standard methods of delivery:

    By Broker:

    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: US Bank Account number: 13227889 FBO Bertschi School DTC#: 0280 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 that you as a donor must 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 Advancement Office will direct the broker to sell. Feel free to contact Keisha Wilson, 206-442-6852, with any additional questions.

    By Mail:

    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: Advancement Office Bertschi School 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.

    By Hand:

    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 giving@bertschi.org
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    This gift of stock/securities is intended for:

    Tell us which fund you would like your gift to benefit, and if you are dividing your gift to disburse amongst 2+ funds.
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    If you chose the Believe in Bertschi Endowment

    Must select at most 6 options.
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    Your Brokerage Details

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    Comment / Question about my gift of stock/securities:

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