Many corporations offer matching gift programs that can double or triple the value of your gift to The Summit Country Day School. What’s more, many employers will also match contributions by spouses, retirees, and trustees.
Securities such as stocks, bonds, and mutual funds make a wonderful gift. The tax savings to the donor can be significant. Your broker can transfer your securities shares electronically to The Summit Country Day School.
To transfer stock electronically: UBS Financial Services
Diane Fehrenbach, Senior Registered Client Service Associate
Account Number: CE11871
Tax ID (EIN): 31-0537173
Send a copy of the instructions you submitted to your broker, stating your name, number of shares, name of stock and date of transfer to:
The Summit Country Day School
2161 Grandin Road
Cincinnati, OH 45208
Fax: (513) 533-5430