GIVING STOCK TO BRIDGEMONT HIGH SCHOOL
Have you considered donating your securities (i.e. stocks and mutual funds) as an alternative to cash. By giving securities as a donation, there could be additional tax advantages of receiving a deduction for the full value of the appreciated security along with not paying the capital gains taxes. See your tax advisor.
ELECTRONIC TRANSFER TO OUR SCOTTRADE ACCOUNT You can use the attached stock transfer letter to transfer shares into the BRIDGEMONT account at Scottrade. Our DTC number is 0705 and our account number is 18621943. The account representative is Brent Jensen, 650-994-2331. Please notify Bridgemont that the shares are being transmitted. We will will then notify our broker that the transfer is coming and from whom. If you have a Scottrade account, you may ask your Scottrade representative to transfer shares directly into Bridgemont’s Scottrade account using the following information: Scottrade 522 Westlake Center Daly City, CA 94015 DTC Number - 0705 Scottrade Account Number - 18621943 Bridgemont Tax Identification Number - 94-2287755 The Scottrade account contact is Brent Jensen, 650-994-2331 Any questions - please call Peter Tropper at 415-531-0944 |
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