Gifts of appreciated stock can be a tax-efficient way to support MBA. MBA's policy is to liquidate a gift of securities as soon as the stock transfer occurs.
Please forward the name of the stock and the number of shares you intend to transfer to Camellia Howorth (
camellia.howorth@montgomerybell.edu) so we can most readily identify your gift. This notice is often the only way of identifying the donor.
Robert W. Baird and Company
Mr. Freddy McLaughlin
2525 West End Avenue, Suite 1000
Nashville, TN 37203
615-341-7030
615-341-7050 (fax)
fmclaughlin@rwbaird.com
DTC# 0547
Montgomery Bell Academy Account #6006-4666