Stock Transfers

Contact Brian Driscoll in the Development Office and notify him of your intention, including the name of the stock and the number of shares.

You can reach Brian at bdriscoll@lwhs.org or 216-789-4309.

Instruct your broker to transfer a gift, with the following account information.

• Account Name: California School of Mechanical Arts (for all stock transfers you must use the account name California School of Mechanical Arts, not Lick-Wilmerding High School)
• Broker: Morgan Stanley Smith Barney
• Account Number: 125-060419
• DTC #: 0015
• LWHS' tax ID Number: 94-1186156

Your broker should be able to give you a value for tax-deduction purposes. Lick-Wilmerding will value your donation at the high, low, and average sales price on the day of the transfer. The information will be shown in the acknowledgement letter you receive from the Development Office.