HELD BY YOUR BROKER:

If your broker (or bank) holds your securities, your gift can be electronically transferred directly to our broker, Bill Gelegotis at Wachovia Securities. Please instruct your bank or broker to contact Bill directly. He will then immediately sell the stock/funds and issue the school a check for the full amount.

Below is the information your broker or bank will need to expedite the transfer:

Bill Gelegotis
Wachovia Securities
Phone: 801-535-4014
Email: william.gelegotis@wachoviasec.com
FCC Account Number: 7197-2698
DTC # 0141
Client Name: Rowland Hall-St. Mark’s School

HELD BY YOU:

If you or your attorney/financial advisor plan to offer RHSM a gift of appreciated stock, please take a moment to notify us of your intention, prior to the transfer, by emailing RHSM’s Chief Financial Officer, Kevin Hanson, at kevinhanson@rhsm.org or emailing or calling Director of Annual Giving, Laurie Staton, at lauriestaton@rhsm.org or 801-924-2961. By doing this, you ensure that we accurately identify, acknowledge, and allocate your gift according to your wishes.