- Instruct the custodian in writing specifying the securities you are giving to The Highlands School and the designation of the gift.
- Instruct your broker to DTC the securities to The Highlands School’s Account at Ameriprise Financial Services, LLC. This is critical since the securities will be delivered to The Highlands School’s account at Ameriprise with NO donor names. (Account # 242574887133 and DTC # 0756).
- Send a copy of this letter to the Development Office, which will contact that custodian about the disposition of the securities.
This form is intended to facilitate your donation of securities that can be transferred to The Highlands School electronically. For securities that cannot be transferred electronically, such as physical stock certificates, please call us at 410-8361415. We will happily work with you or your financial advisor to effect their transfer.