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:

Our 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.