Gifts of Appreciated Stock to Brandeis Marin
If you would like to give via securities, please follow the instructions below, and thank you in advance for your generosity. First, notify the school of your intention and then instruct your broker to transfer the stock to the Brandeis School account at TD Ameritrade. Provide the name of the stock and the number of shares being transferred. Also, state your intention to donate the shares to Brandeis Marin.
DTC Instructions for stock transfers:
TD Ameritrade Institutional
DTC # 0188
TD Ameritrade account #936058072
Account Name: Brandeis Hillel Day School - Marin
Tax ID number: EIN 47-1253063 501(c)(3)
If you are gifting a mutual fund, your broker will need to contact TD Ameritrade’s transfer department to receive the specific house account number (fund-specific house account number). Please also ask your broker to advise our broker at Beacon Pointe, Mitch Hughes. Thank you!
Barbara Harris, Director of Advancement, firstname.lastname@example.org
180 North San Pedro Road
San Rafael, CA 94903
Phone: 415-472-1833 x112
Legal Name: Brandeis Hillel Day School-Marin
Brandeis Marin Tax ID: EIN 47-1253063 501(c)(3)