Transfer Instructions for Gifts of Securities

Gifts of stocks or securities can be easily donated to the Eanes Education Foundation by the paperless direct transfer method between your financial advisor and the Foundation’s Registered Investment Advisor, Durbin Bennett Peterson Private Wealth Management, LLP.

The transfer instructions to be given to your financial advisor are:

All DTC-Eligible Securities

DTC Clearing #0164
Code: 40
Schwab Account Holder: Eanes Education Foundation
Schwab Account Number: 5073-3335

Registered Investment Advisor for Eanes Education Foundation

Attn: Tylor Seaman, Angela Smith or Teresa Joelson
Durbin Bennett Private Wealth Management, LLP
1601 South Mo Pac Expy., Suite 125D
Austin, TX 78746
512.610.6930 phone
512.610.6931 fax

Please contact Eanes Education Foundation with information of your gift, detailing the name of the security, the number of shares, the date of your instructions to your financial advisor and the name of your financial advisor.

For tax purposes, the value of your security gift will be determined by the average of the high and low price on the day the security is received by our account at Durbin Bennett Peterson- Private Wealth Management, LLP.

Thank you for your generous support!