Stock Transfer Instructions
Please advise your broker to transfer the gift to:
Citizens Investments Services Corporation
DTC # 0226
FBO (for the benefit of) Westtown School
Account # L7K477834
We would appreciate you or your broker contacting Becky Bernstein to advise her of your gift, at least 24 hours before you expect the transfer to occur. Please specify the following information for a smooth transaction.
- Donor Name
- Designation of gift
- Name of stock to be transferred
- Number of shares
- Brokerage institution making the transfer
Thank you in advance for providing our office with this information.
Stock transferred into our school account does not name the donor associated with the gift.
Becky Bernstein can be reached at (610)399-7839 or by email: mailto:firstname.lastname@example.org
Thank you for your support of Westtown School!