Giving Stock Held at a Brokerage House
If you hold stock at a brokerage house, you will need to provide your broker with the following information:
Maryville’s Broker Name xxxx
Maryville’s DTC Number: xxxx
Account Name: Maryville Academy
Account Number: xxxxx
Contact Name at Broker: xxxxx
Phone of Contact Person: xxxxx
You will also need to send a Letter of Direction indicating how you would like your gift to be used to:
Maryville Academy
Office of Development
1150 North River Road
Des Plaines, IL 60016-1290
Your letter of Direction should include: Donor’s name, the name of the stock you are transferring, the number of shares you are transferring, the purpose for which the stock is to be used.
For more information on making a current or planned gift to Maryville, please contact us:
847.294.1982