Transfer of Stock This form allows you to declare your intentions to make a securities gift to The Episcopal School of Dallas. This information will allow The Episcopal School of Dallas to credit your gift appropriately and in a timely manner. Please note: You must contact your broker to initiate the actual transfer. Once you have completed and submitted this form, a confirmation email will provide complete transfer information, including ESD's electronic account information. For specific questions, contact Gabrielle Griffin. Please remember that it may take several days for your broker to complete a transfer of securities in December. First Name*Middle NameLast Name*Email Address*Preferred Phone NumberAddress Line 1*Address Line 2City, State, Zip*Country*Brokerage/Financial Institution Name*Broker/Contact NameBroker/Contact Phone NumberAnticipated Transfer Date*Securities NameNumber of SharesApproximate Total Value (US$)*I would like to designate my gift to:*Select one option The ESD Fund OtherIf you selected "Other", please specify:Additional comments regarding designation (optional)Data Privacy Statment Information provided by you on this form will be used by The Episcopal School of Dallas for the purpose of correctly recording your gift. The Episcopal School of Dallas will use your personal information for internal use only. If it is your intent to make of gift of securities to The Episcopal School of Dallas as outlined above, please click "Submit" below. The confirmation email will include specific transfer instructions. Please note: You must contact your broker to initiate the actual transfer. Submit Contact Us Apply Giving facebook twitter instagram linkedin youtube © 2024 Privacy Policy Design by UBIQ, powered by AMAIS