Transfer of Stock
Thank you for your interest in donating stock to The Blake School. While there are several ways to transfer appreciated securities to the school, we have found the most efficient method is a direct transfer, via DTC, from your brokerage account to Blake's account at UBS.
Please indicate in a simple letter to your broker the type of securities you wish to transfer. Please instruct your broker to include your name when making the transfer. Share the following information for The Blake School with your broker:
Name of Brokerage: UBS
Broker: Michael B. Block
Account Number: 7A-01758
To ensure your gift is credited in the current calendar year, please initiate your stock transfer with your broker at least ten days prior to December 31.
It is helpful to let the Advancement Office know the type of stock, number of shares or approximate value of the gift and the correct designation (Annual Fund or Campaign pledge payment, etcetera) of your gift. If you are planning to donate mutual fund shares or transfer stock certificates, please know that these transactions require special handling.
Further details can be given by calling the Office of Institutional Advancement at (952) 988-3430.