Gifts of Stock and Donations by Electronic Transfer

Stoneleigh-Burnham contact for gifts of stock and electronic transfers:
Charlene Currie
Development Office
development@sbschool.org

Please contact Stoneleigh-Burnham prior to initiating your gift and provide:
Donor Name (Name of donor to receive donation credit)
Gift Information (Name of stock and amount of intended gift)
Fund Designation (Where to apply the gift: Annual Fund, capital project or endowment fund)

The School will inform its account manager of the intended gift and you and your broker will be contacted to complete the stock transfer process. Please note it can take several days for gifts to be received when processed through DTC transfer.

Stoneleigh-Burnham does not provide tax advice. All decisions regarding the tax implications of your investments and giving should be made in connection with your independent tax advisor.

For Professional Advisors

Legal Name: Stoneleigh-Burnham School
574 Bernardston Rd
Greenfield, MA 01301
Telephone: +1 413.774.2711 x262
Website – sbschool.org
Tax-exempt status – 501(c)(3)
Tax identification number – 04-2163044
Principal Officer – Stephanie Luebbers, Head of School