Stock Transfer Instructions
for gifts to Marin Country Day School
Donor should phone his/her broker with transfer instructions. Date of gift (for tax purposes) is the date shares hit the MCDS account. Gift value is the median share price on that date.
IMPORTANT NOTE: Donor should notify Sarah McKay at (415) 927-5916 or firstname.lastname@example.org when transfer instructions are given. Please advise name of security, number of shares, name of donor's broker or bank if applicable, and destination of securities (RBC Wealth Management or Schwab). Without this information, the donor is not identified and MCDS is unable to sell the shares.
Wire transfer to MCDS account:
RBC Wealth Management
Account # 308-94981
MCDS broker: Dillon Broderick
If donor has an account at Schwab, he/she needs to give them instructions in writing to journal the shares to the MCDS account:
Schwab: MCDS account #59192754
If the donor has actual stock certificates, ownership of the appropriate number of shares must be transferred to MCDS and new certificate/s issued. Please contact Sue Painter for further instructions.
MCDS prefers that donors not open an account in the school's name at their own brokerage houses. If a donor insists he/she should contact Sue prior to doing so.
MCDS is a 501 (c) (3) not-for-profit corporation. TAX ID#94-1375791.
Thank you for your support of MCDS!