Accredited by Western Association of Schools & Colleges (WASC)

Transfer Stocks

Gifts of stock are a smart way to help support our mission while also receiving great tax benefits.

Transfer Stocks Electronically

If your stock is held in a brokerage account your broker can transfer your gift electronically. Instruct your broker to transfer the securities to:

Name on Account: Wilkinson School Inc
Account #: U2294849
DTC #: 0534
Clearing Firm: Interactive Brokers
Broker: Zions Direct 800-524-8875

When making a donation please ensure your delivering broker puts the name of the school on the transfer to eliminate any confusion as to who should be receiving the assets.

Electronic transfers are made without identifying the donor, so when you make the transfer, please call or email our office to let us know about the stock and number of shares.


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