Stock Transfer - Instructions
Please advise your broker to transfer your gift to:
Bryn Mawr Trust Company
DTC # 0141
FBO (for the benefit of) Westtown School
Account # 68494414
We would appreciate you or your broker contacting Becky Bernstein, Advancement Services Manager, by e-mail or at 610-399-7839 to advise her of your gift at least 24 hours before you expect the transfer to occur. Please specify the following information for a smooth transaction.
- Donor Name
- Designation of gift
- Name of stock to be transferred
- Number of shares
- Brokerage institution making the transfer
Thank you in advance for providing our office with this information. Stock transferred into our school account does not name the donor associated with the gift.
Thank you for your support of Westtown School!
Please contact Becky Bernstein, Advancement Services Manager, with any questions at firstname.lastname@example.org or 610-399-7839.