GIFTS OF SECURITIES

A. How to give securities held by your broker or banker:

Have your broker transfer the stock from your account to the School’s at Merrill Lynch, in care of
Mr. Willis M. Ball III
50 North Laura Street, Suite 3700
Jacksonville, FL 32202
Phone 904-634-6062
Fax 904-425-2183.
Our account # is 742-04A93 and DTC # is 5198.

Advise KC Cassell in the Advancement Office that you are transferring stock to the School's account.

Telephone: (904) 256-5015
E-mail: cassellk@bolles.org
Fax: (904) 733-0606

B. How to give securities that are in your possession:

Mail unendorsed certificates to:
Nancy Greene
The Bolles School Finance Center
7400 San Jose Boulevard
Jacksonville, FL 32217

Or directly to Mr. Willis M. Ball III at the above address with a note that the certificates are a gift to The Bolles School from you.

Under separate cover, mail a stock power readily obtained from your broker, banker or the School. Sign the power and have your broker or banker guarantee the signature. Do not fill in anything else.

If the certificates are in the name of the donor, a code 116 form must be signed by the donor and the donor’s signature must be notarized. These forms are available from the School or Merrill Lynch.

If you have any questions, please call Nancy Greene at (904) 256-5068.




Copyright The Bolles School 2015

Co-ed Day and Boarding College Preparatory School from Pre-Kindergarten through Grade 12

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