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:firstname.lastname@example.org or email@example.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, firstname.lastname@example.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.
Mequon-Thiensville Education Foundation PO Box 514, Mequon, WI 53092 email@example.com