Gifts of Appreciated Stock to Academy of Whole Learning
Prior to transferring stock, please contact Carly Kortuem, Director of Strategic Advancement at 952-737-6911 or firstname.lastname@example.org with the following information:
- Stock Name
- Shares being transferred and the approximate amount
- Purpose of gift
Once the stock donation is received, we will sell the stock immediately.
Our designated broker is:
130 Lake Street West
Wayzata, MN 55391
Account # 1201-2221
Nathan Gaherty is our account associate at Charles Schwab
Thank you for your gift to Academy of Whole Learning!