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Stock Gifts

Making a Gift of Appreciated Securities to Yellowstone Academy


When transferring a gift of appreciated securities to Yellowstone Academy, please send through the school’s brokerage account with Amegy Investments, Account Number 42W-028677. 
  • Please contact Doug Masterson at Amegy Investments, Inc. at 713-232-1728.
  • Prior to receipt by Amegy, please send Yellowstone Academy a letter of transmittal that will confirm your gift. (Please see the sample letter below.) Please state in this letter the name of the appreciated securities and the number of shares to be transferred. The fax number for the Development Office is (713) 741-8006.
  • The date that the stock is received in the School’s DTC account at Pershing is the date of the gift.
  • The value of the stock is determined by taking the average of the high and the low on the date of receipt into the account.
  • The securities will be sold no later than the next business day following date of receipt.
  •  If you should have any questions about this transaction, please call Doug Masterson with Amegy Investments at (713) 232-1728 or Brittany Linkenhoger at (713) 741-8000 ext. 308.
Thank you for your gift to Yellowstone!

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SAMPLE LETTER OF TRANSMITTAL

TO: Yellowstone Academy
FROM: Mr. & Mrs. John Q. Donor
RE: Gift of Stock

DATE: ________________

Mr. and Mrs. John Q. Donor are transferring ______ shares of ______________________________ stock to Yellowstone Academy through the school’s DTC account 0443 at Pershing.

This gift is: (CHOOSE ONE)

(A)   a fulfillment/partial fulfillment of my/our pledge.

(B)   a general operating/capital donation.

(C)   going towards a fund designated to ____________________.

      Please fax this letter to Yellowstone Academy Development office at 713/741-8006.