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Gifts of Stock Make a Powerful Impact

How to make a gift of stock:

Stock Transfers via DTC

Please have your broker contact our investment account manager to inform us that a gift of stock is coming or if you need further assistance, contact:

Art Osborn at ZIV Investment , 866-745-5455
e-mail: GOsborn@zivinvestment.com
Acct #: #89700160
DTC #235 – RBC Capital Markets

The securities may be transferred directly into the Stoneleigh-Burnham Account at ZIV Investment using the following language:

FOR THE BENEFIT OF STONELEIGH-BURNHAM SCHOOL ACCOUNT #: 89700160
DTC #235 RBC Capital Markets

Or, you may contact the school directly

For assistance when making a gift of securities to Stoneleigh-Burnham School, you may contact the Development Office to inform us of the intended transaction:

Anne Bridge
Development Office Coordinator
413-774-2711 Ext. 262

development@sbschool.org