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Gifting Securities

 Another great way to support the Education Foundation is through the gifting of securities, such as stock or mutual fund shares. In this way you can provide financial support in a straightforward process.

Important notice when transferring stocks to the Mequon-Thiensville Education Foundation: Due to federal, state and local privacy statutes currently enforced, often your broker may not provide us with any personal information, including your name. The only information that comes to the Education Foundation with your transfer may be the name of the security, number of shares, and firm initiating the transfer. As you initiate your transfer, please contact us and let us know the details of the stock and quantity that you will be contributing. With this information, it is possible for us to match your gift to the broker's transfer, and allows us to deposit your gift into the correct account and properly thank and receipt you for your gift.
​
If your broker holds the securities, please provide your broker with the following information:
BROKER: Robert W Baird and Co. Inc.
PHONE: 414-298-6076
TOLL FREE PHONE: 800-792-2473 ext 6076
FAX: 414-298-7391
ASSISTANT: Brittany Boyle and Kirsten Swedberg
ACCOUNT NUMBER: 3677-1198
DTC NUMBER: 0547
EMAIL: bboyle@rwbaird.com or kswedberg@rwbaird.com
Please also provide your broker with your name, address, details including stock name, number of shares, and designation of your gift. The date of the gift will be the date that the securities arrive in Mequon-Thiensville Education Foundation’s account.

Questions and Comments

If you have questions regarding a gift of securities, please contact Sue Birmingham, suebirmingham@mtef.org.

Mutual Fund Shares
If you would like to gift shares of a mutual fund to the Mequon-Thiensville Education Foundation please contact your broker for instructions or Monica Mullen at Baird, 414-298-5124.
Thank you.
Your donation helps students succeed.
The Mequon-Thiensville Education Foundation is a tax-exempt 501(c)(3) charitable organization.
  • Home
  • Donate Now
    • Letter from the President
    • Gifting Securities
    • Matching Gifts
    • Honorariums & Memorials
  • Tartan
    • Event Details
    • Tartan Menu
    • Sponsors
    • Auction Donors
    • Donate to the Bash >
      • Tartan Bash Sponsor Form >
        • Tartan Bash Program Ad Specs
      • Tartan Bash Auction & Raffle Donation Form
      • Tartan Bash Donation Delivery Options
      • Tartan Bash Donation Upload
    • Tuscany Trip
    • Diamond Earrings
    • Tartan Photo Archives
  • Grants
    • 2019-20 Grants Awarded
    • 2018-19 Grants Awarded
    • Homestead High School Recent Grants
    • Middle School Recent Grants
    • Elementary School Recent Grants
    • Grants Archives
  • Friends Events
    • Dominos Mequon
  • Teaching Awards
    • Selection Criteria
    • Excellence in Teaching Award Recipients
  • Donors
    • 2019-2020 Donors
    • 2018-2019 Donors
    • 2017-18 Donors
    • 2016-17 Donors
    • 2015-16 Donors
    • 2014-15 Donors
    • 2013-14 Donors
    • 2012-13 Donors
    • 2011-12 Donors
    • 2010-11 Donors
    • 2009-10 Donors
    • 2008-09 Donors
    • 2007-08 Donors
    • 2006-07 Donors
    • 2005-06 Donors
    • 2004-05 Donors
    • 2003-04 Donors
    • 2002-03 Donors
  • About Us
    • Contact Us
    • Board of Directors >
      • Board Documents
    • Mission and Goals
    • Annual Report
    • Success Stories
    • Videos
  • Friends of the Foundation