Stock Transfer Instructions
Thank you for your interest in supporting Winsor with a gift of securities.
Winsor’s broker is:
Financial Institution: Pershing LLC
DTC #: 0443
Ultimate Account # 33L120491
Account Name: The Winsor School
We need you to let us know the following so that we can be sure to credit your gift properly.
Name of stock to be donated:
Number of Shares:
Date of the transfer:
Please notify Mary DePalma at the Winsor School prior to donating stock. This will ensure proper tracking, receipt, and acknowledgement of your generous gift: firstname.lastname@example.org or 617-912-1375.