Gifts of Securities

Options for giving include gifts of stocks, bonds, cryptocurrency (which may require Board of Trustees review and approval), or other marketable securities. If you wish to transfer shares of securities to the Mortar Board National Foundation, your broker will need the following information:  

 

Charles Schwab DTC #0164, code 40  
Mortar Board National Foundation Brokerage  
Account # 9314-2044  
 

Charles Schwab 
Brian Caudill, VP, Financial Consultant  
277 West Nationwide Boulevard  
Columbus, OH 43215  
(614) 227-5721

If you make a gift of securities, please notify Kirsten Fox (kfox@mortarboard.org) once the transfer has been initiated so we can ensure your gift is received, properly processed, and recognized.