Payment Options
One Great Cause; Many Ways to Give
Stock Transfer or Workplace Campaigns
Stock Transfers
Instructions for making a gift of securities to the MCPS Educational Foundation
Step One
Send your broker a letter of instruction directing the transfer of securities into the Montgomery County Public Schools Educational Foundation’s account. Specify the name of the stock and the number of shares you wish to transfer. Your broker will need the following information to complete the transfer:
DTC Number: 0990
LPL Financial
MCPS Educational Foundation, Inc.
Account Number: 2571-2794
Mr. Robert Buddle
M&T Securities
One Light Street
13th Floor
Baltimore, Maryland 21202
(410) 244-4670, direct
(800) 252-2082, toll free
Step Two
Please send a copy of the letter of instruction to:
Dr. Kristen Wong Callisto, Executive Director
Montgomery County Public Schools Educational Foundation, Inc.
PO Box 1007
Rockville, MD 20849
Step Three
The Montgomery County Public Schools Educational Foundation, Inc. will acknowledge your gift in writing. The fair market value of your gift of securities is determined by the average of the high and low stock price on the date that the gift is made multiplied by the number of shares transferred.
MONTGOMERY COUNTY PUBLIC SCHOOLS EDUCATIONAL FOUNDATION, INC.
TAX IDENTIFICATION NUMBER: 52-1804509
Donate at Work
America's Charities, Combined Federal Campaign, Favorite Charities, Maryland Charity Campaign, and United Way
The Foundation appreciates the contributions from donors who give through special campaigns conducted by their employers. If the Foundation is not listed in your workplace campaign brochure, you can still designate us to receive your gift by providing our name, address, and e-mail contact information to your employer.
Montgomery County Public Schools
Educational Foundation, Inc.
PO Box 1007
Rockville, Maryland 20849
