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
513-579-5980
Account Number: CE11871
DTC: 0221
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
Development Office
2161 Grandin Road
Cincinnati, OH 45208
miller_m@summitcds.org