Gifts of Stock
Gifts of stock are very welcome and can be in the best interests of both the donor and the charitable organization. Gifts of appreciated stock have tremendous tax advantages and can enable a donor to maximize their support of our school.
If you wish to donate stock or other securities, contact Director of Advancement Scott Rockney at srockney@oakschristian.org or (818) 575.9217 to confirm the timing of your transfer. You will need to provide the security’s name, number of shares and date of your planned delivery or transfer. This notification will enable us to provide you with an accurate and timely receipt.
Oaks Christian School Brokerage Account Information
City National Securities Inc.
400 North Roxbury, Suite 700
Beverly Hills, CA 90210
Fax # (310) 888-6388
DTC Participant # 0226 / National Financial Securities, LLC
OCHS Brokerage Account # BHS089656
NOTE: If your stock is held in a brokerage account, typically your broker will handle the transaction