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 Major Gifts Officer Emily Spivey at espivey@oakschristian.org 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
Receiving firm: National Financial Services LLC (NFS)
DTC #: 0226
OCS Brokerage Account # F30165284
NOTE: If your stock is held in a brokerage account, typically your broker will handle the transaction