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Stock Transfer Instructions

Stock Transfer Instructions

A gift of appreciated securities is a wonderful way to support La Lumiere School. Please notify our Development Office at (219) 326.7450 or alumi@lalumiere.org to advise us of your gift prior to authorizing your stock transfer.

The transfer of securities from a donor’s brokerage account to the School’s Schwab account is accomplished via the Depository Trust Company (DTC). To perform such a transfer, simply notify your broker of the securities to be gifted and provide the following transfer instructions:

DTC Clearing 0164, Code 40
Schwab Institutional
La Lumiere School
Account Number 2857-7394
Please provide your name and address.

In order to promptly and accurately credit a security gift to the appropriate donor, it is essential that the transfer instructions include the donor’s name and address. Without this information we are occasionally unable to identify the donors of certain securities.

Please contact our Director of Development, Susie Yemc, by phone at 219.326.7450 or by email if you have questions.

Thank you for supporting La Lumiere School.