Making gifts of securities are easy to make and may offer you and your family significant tax advantages.
When initiating a gift of securities, please contact us at firstname.lastname@example.org or call Alicia Plaag at 215.579.6566. This contact will ensure that your gift is properly credited.
Please also contact our Oppenheimer representative, Brian Walsh, for detailed instructions prior to transferring or delivering securities to ensure proper handling. The Advancement Office will gladly arrange a conference call or you may reach Brian Walsh directly via telephone at 215.656.2885 or email at Brian.Walsh@opco.com.
Securities may be transferred/delivered to George School in the following ways:
Oppenheimer & Co., Inc.
Attention: Brian Walsh
1818 Market Street, Suite 2430
Philadelphia, PA 19103-3638
DTC # 0571
Account # A16-0766901-B20
Account Name: George School
Security Gifts that Require Special Handling:
Mutual funds and gifts made near the end of the calendar year require special handling. Please contact our Oppenheimer representative, Brian Walsh at 215.656.2885 or Brian.Walsh@opco.com prior to beginning the transfer process.