Thank you for your interest in making a charitable gift to Keys School in the form of a stock donation – all it takes is 2 simple steps!
Step 1: Complete Stock Transfer
For stock held in brokerage accounts, your broker can assist you in making a gift of stock via a direct transfer to Keys. Please provide the following information to your broker along with your stock transfer instructions (e.g., name of securities and number of shares to be transferred, etc.).
DTC Transfer Instructions for Brokers:
Fidelity Brokerage Services, DTC 0226
Account – Keys Family Day School, Inc. 637-096177
**Please Note: For mutual fund gifts or for gifts of stock not held in a brokerage account, please contact the Keys Development Team at givetokeys@keysschool.org as these types of donations may require different processing procedures.
Step 2: Notify Keys Of Your Stock Donation To Receive Your Tax Acknowledgement
Stock donations transfer to Keys’ account with no accompanying donor information. In order for Keys to identify your gift and send you a tax receipt, please complete the following:
