Securities (Stock Gifts)
Securities (Stock Gifts)
A gift of appreciated stock may provide you with special tax advantages. If you would like to arrange a stock gift, please contact Ginny Bauer in the Advancement Office.
All DTC-Eligible Securities: All deliveries MUST include client name and Schwab account number.
Delivery to DTC Clearing 0164, Code 40
Badin High School
Account # 3852-7432
Contact:
Cathy Waters
Advisor Support Specialist
Waverly Advisors
223 Ross Ave, Hamilton, OH 45013
cathy.waters@waverly-advisors.com
www.waverly-advisors.com
513-785-2220
Questions Regarding Stock Transfer Gifts
If you have questions regarding stock transfer gifts, please contact:
Ginny Bauer gbauer@badinhs.org | 513.863.3993 x165
Brian Pendergest bpendergest@BadinHS.org | 513.863.3993 x115