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, please contact Director of Advancement Scott Rockney (818) 575-9217 or firstname.lastname@example.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.
Thank you for your generous support of Oaks Christian School. Together we can prepare minds for leadership, and hearts for service!
To process a gift of stock you will need the following:
OCS’s 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