Thank you for your interest in making a gift of securities to Verde Valley School. Following, you will find general transfer instructions for making a stock transfer gift via your broker:
Stock Transfer Information:
JP Morgan Clearing Corporation (0352)
Chase Investment Services
Clearing Number: 0352
Account Name: Verde Valley School
Account Number: 73825537
If you have any questions, please call Chase
Investments Client Service Center 1-800-392-5749 at
If you are sending the actual stock certificates, please send them via FedEx, Priority Mail or other courier services. You must also send, in a second envelope, a signed stock power,
assigning the shares to Verde Valley School. Please be sure to send these two documents in separate envelopes.
Mail Certificates and Stock Powers To:
Verde Valley School
Attn: Ben Lee
3511 Verde Valley School Road
Sedona, AZ 86351
Applicable Gift Date:
The IRS allows us to credit the gift on the date it is received. For electronic transfers, the date the gift actually transfers into our account is the official date, not the date that the transfer is ordered. For stock certificates, the date the certificates are delivered to the school is the official date, not the date of the postmark. To qualify for a tax deduction in a given year, gifts must be received before December 31.
Please Notify The School - If you make a gift of securities by either method, please notify the school that you have done so. By providing the stock name, the number of shares and the name of your broker, we can track the gift and ensure proper credit.