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Securities (Stock Gifts)

Securities (Stock Gifts)
A gift of appreciated stock may provide you with special tax advantages. If you would like to arrange a stock gift, please contact Ginny Bauer in the Advancement Office.

All DTC-Eligible Securities: All deliveries MUST include client name and Schwab account number.

Delivery to DTC Clearing 0164, Code 40
Badin High School
Account # 3852-7432

Cathy Waters
Vice President
Financial Advisor
9258 Wealth Management
223 Ross Ave., Hamilton, OH 45013
Main 513-863-4015 Direct 513-785-2220

If you have questions regarding stock transfer gifts, please contact:
Ginny Bauer | 513.863.3993 x165
Brian Pendergest | 513.863.3993 x115

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