Stock gifts

Donating appreciated stock is one of the easiest ways to give more to causes you care about, and we welcome your gifts of stock to Broadwater Academy.

Transfer Stock in 3 Simple Steps

The policy of Broadwater Academy is to sell stock as soon as possible after it is transferred into our account. Please do not sell stock before it is transferred.

1. inform your broker.

Notify your broker of the stock you wish to transfer and give them the following information:

  • Broker for Broadwater: Charles Schwab & Co., Inc.

  • Account Name: Broadwater Academy

  • Account Number: 9505-8588

  • DTC Number: 0164

2. Provide your broker a Notification of Stock Transfer.

3. Email a copy of the Stock Transfer Letter