Information for Your Financial Advisor/Broker

In order for your gift of stock to be properly credited, you (not your broker) need to contact the USM Advancement Office and provide the following information:

• the name and firm of your broker
• the company and the number of shares you are donating
• for what purpose you are designating your gift (USM Fund, pledge payment, specific program use, etc.)

Please send the above information to USM's Advancement Office at 414.540.3339 or advancement@usmk12.org.

USM's Broker	Robert W. Baird 777 E. Wisconsin Ave. Milwaukee, WI 53202
USM's Contact at Baird	Jaime Johnson 414.765.3923 800.792.2473 ext. 3923 jljohnson@rwbaird.com
Contributions to USM (all non-Endowment gifts)	DTC#: 0547 Account#: 8511-9151
Contributions to USM's Endowment Fund	DTC#: 0547 Account#: 8511-6251
If needed, USM's Tax ID #	39-6076442

University School of Milwaukee is an exempt organization as described in Section 501(c)(3) of the Internal Revenue Code; USM’s tax ID #39-6076442.