Stock Transfer Instructions
Before you transfer a gift of stock, bonds, or significant cash, The Wardlaw + Hartridge School strongly suggests and appreciates notification from you or your broker/agent about the kind of asset(s) and the number of shares, bonds, or certificates involved. That notification allows us to track your gift properly and in a timely fashion. Except for cash, donated assets should have been held for more than one year to benefit most under IRS regulations. Depending on the asset, separate reporting requirements may apply.
Account Name: Wardlaw-Hartridge
For stock, corporate bonds, and municipal bonds in certificate form:
If you have any questions, please notify Bill Jenkins, Assistant Head for Institutional Advancement, via phone at (908) 754-1882, Ext. 111, or email at firstname.lastname@example.org.