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Stock and Wire Transfer
Gift Instructions
(REVISED DECEMBER 2010)
Thank you for considering a gift to Glenwood School.
Upon receipt of your gift we will send you an acknowledgement
letter documenting the transfer date and mean value of your
stock gift or the wire transfer amount. Giving stock is a
great way to avoid capital gains on the appreciated value
of your stock and also help to build bridges to brighter futures
for disadvantaged children at the same time.
Outlined below are the pertinent details you need to transfer
cash or securities to Glenwood School for Boys and Girls.
All deliveries MUST include Glenwood’s
name and UBS account number. Please call to confirm you
have the most current information prior to executing a transfer.
All DTC-Eligible Securities
UBS Financial Services
DTC 0221
Glenwood School Account #: Y406587
Fed-Wired Monies
Wire to: UBS AG, 677 Washington Blvd., Stamford, CT 06901
Routing # : 026007993
Account #: 101WA258640000 (UBS Bank USA)
For Credit to: Y4-06587 Glenwood School
So that your gift is credited properly and in
a timely manner, simultaneous notification of your gift along
with gift designation should be sent to:
UBS Financial Services
ATTN: Pamela Missman
One North Wacker, Suite 3700
Chicago, IL 6060
pamela.missman@ubs.com P: 312-525-7404
and
Glenwood School
ATTN: Megan Davis-Ochi, Vice President, Advancement
500 W. 187th St.
Glenwood, IL 60425
mdavis-ochi@glenwoodschool.org P:708-756-5101, F:708-754-7834
Your partnership with Glenwood
School helps provide programs and services that directly touch
and transform the lives of the 200 children we serve annually.
Thank you for investing in the lives of Glenwood students!
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