Securities: Stocks, bonds, mutual funds, and more.
Thank you for considering a gift of securities to the Foundation for Edmonds School District. Donating appreciated securities is a great way to show your support for over 16 programs that benefit the children, families, and staff in the Edmonds School District!
Stock or Securities Gifts
To make a gift of securities to the Foundation for Edmonds School District, please ask your broker to use the information below:
Broker: SANFORD C. BERNSTEIN & CO., LLC.
DTC #: 0013
Account Name: FOUNDATION FOR EDMONDS SCHOOL DISTRICT - STOCK GIFTS
Account Number: 04018962
Note: Please include the donor’s name (without this information - or direct notification from you - we may be unable to identify the donor of certain securities).
Please share your name, phone number, and email address, and let us know the purpose of your gift (e.g., an unrestricted gift to the Foundation, a gift to a specific program, or a gift to an
endowment).
Mutual funds
To donate mutual fund shares, please call 206-342-1300 before initiating your transfer, as instructions may vary by fund.
Year-end considerations
Because securities gifts can take additional time to process, we recommend initiating your transfer by Dec. 15th to help ensure delivery before year-end.
Bernstein Private Wealth Management — Contact Information (Questions)
- Seattle Client Service Team: (206) 342-1300
- John Richmond: (206) 342-1388