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Stock Transfer
Thank you for
considering a gift of stock or mutual funds to the Chicago Foundation for
Education. The information that your broker will require to complete the
transfer is as follows:
Broker: William
Blair & Co.
Contact: Angela Burdelik
William
Blair & Co.
Tel.
312-364-8011
aburdelik@williamblair.com
Acct.
Name – Chicago Foundation for
Education
Acct.
Number – 156-17442-1-8
Clearing
number (DCT Number) 771
CFE Tax ID
#: 36-3429023
Please ensure that
you or your broker sends notification to CFE—by phone, fax, email, or
letter—that you have transferred stocks (including the type of stock/fund and
number of shares). The transfer slip we receive does not always always provide
donor identification information, making it difficult to issue the proper
receipt. Your notification will ensure prompt processing of your donation.
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