Making a Gift of Stock to the Prep Campaign
To make a gift of eligible securities using Charlotte Prep's broker, please follow these instructions:
Forward your broker a letter of instruction, including the specific name and number of the securities you are giving, requesting that the securities be transferred via DTC to:
W. Wells Van Pelt
Stifel, Nicolaus & Company, Inc.
6100 Fairview Road, Suite 100 Charlotte, NC 28210
Phone: (704) 554-6039; Email: [email protected]
Charlotte Preparatory School Account #: 44683118 DTC#: 0793
Email a copy of your letter of instruction to Liz Goldstein, Director of Finance and Operations.
