HOW CAN I GIVE?
Giving Appreciated Securities
Thank you for your interest in donating appreciated securities to the French American International School.
While there are several ways to transfer securities, we’ve found that the most efficient method is a direct transfer, via “DTC,” from your brokerage account to that of the School. Most firms require written authorization to facilitate such a transfer.
A simple letter from your broker, including your name and indicating which securities you wish to transfer, should suffice. Please also include the following information:
The French American International School
Account # LL66364KS
DTC # 0221
Address the letter to our representative:
Mr. Kevin Sahli
UBS Financial Services
805 SW Broadway, Suite 2600
Portland, OR 97205
503-225-9270
If you are planning to donate mutual fund shares or transfer stock certificates, please call Tricia Blood, Acting Development Director, at 503-292-7776, ext. 305, as these transactions require special handling.
In order to acknowledge your gift as quickly as possible, it is essential to complete and return the Securities Information Form you will receive from UBS to the FAIS Development Office. Without this information, there may be a delay in the receipting process. Should you have any questions, please do not hesitate to call Tricia Blood.
