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ADVANCEMENT
Giving to HW ›› Give Appreciated Securities
Gifts of Appreciated Securities

Thank you for your interest in donating appreciated securities to Harvard-Westlake School. The most efficient method of donating appreciated securities is a direct transfer via DTC from your brokerage account to that of the school. Information needed to complete this transfer is below. Please instruct your broker to include your name when effecting the transfer.

Harvard-Westlake School
Account #2901641619
DTC #0019

Mr. Rick Violé
Jefferies & Company, Inc.
11100 Santa Monica Boulevard, 11th Floor
Los Angeles, CA 90025
310-914-1196
310-445-1199 (after trading hours)

In addition to contacting your broker, please complete the form below for use by the Office of Advancement. Without this information, there may be a delay in the receipting process.
* = Required
Donor Information
* Donor Name
Contact Phone
Securities to be Donated
* Company Name
* Number of Shares
If you are planning to donate mutual fund shares, please call Mr. Rick Violé at 310-914-1196.
Location of Stock
Name of Firm
Branch Location
Broker Name
Phone Number
Submit 


Middle School | 700 North Faring Road | Los Angeles, CA 90077 | 310-274-7281
Upper School | 3700 Coldwater Canyon | North Hollywood, CA 91604 | 818-980-6692
Copyright (c) 2008 Harvard-Westlake School | Office of Advancement