Your participation is about far more than the check you write. It is about coming together as a community to prepare thoughtful and compassionate children to become tomorrow’s leaders.
Thank you for your interest in supporting Derby with a gift of securities. Any securities [stocks, bonds, mutual funds] that have appreciated in value may be donated to the school. Current tax law allows a deduction for the appreciated value of a security without paying a capital gain. Please call the Advancement Office at 781-749-0746 ext. 34 with the details of your gift.

How to Complete Your Transaction

Derby’s broker is:

Brad A. Hostetter, CFP
Portfolio Manager
Hirtle, Callaghan & Co
Five Tower Bridge
300 Barr Harbor Drive, Suite 500
West Conshohocken, PA 19428
Bus: 610-828-7200
Fax: 610-828-7425

State Street Bank
DTC# 0987
Derby Account # 654434
Derby’s tax ID#: 04-2137227

To ensure our ability to promptly acknowledge your gift, please advise your broker to name you on a trailer on the transaction confirmation or contact Squeakie Thompson at (781) 749-0746.

Please let us know the following so that we can be sure to credit your gift properly:
Name of stock to be donated:
Number of Shares:
Date of the transfer:
Estimated value:

Questions? Contact Us

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The best educational choice on the South Shore for Pre-K through Grade 8 education.