Stock Transfers

Contact Jeanna Yoo in the Advancement Office and notify her of your intention, including the name of the stock and the number of shares.

You can reach Jeanna at jyoo@lwhs.org or 415-333-4021 ext. 209.

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 Advancement Office.