STOCKS AND SECURITIES

Transfer instructions to be given to your financial advisor:

DTC Clearing #0164
Code: 40
Schwab Account Holder: Carroll Education Foundation
Account Number: 9830-8640

Contact Information:

Riley McCasland
Charles Schwab Southlake Branch
817-527-0121
1524 E. Southlake Blvd, Southlake, Texas 76092

Gifts of stocks, bonds, and other securities can be easily donated to the Carroll Education Foundation by the paperless direct transfer method between your financial advisor and the foundation’s Registered Investment Advisor, David Fern and Riley McCasland, with Charles Schwab.

To discuss these and other legacy gift options, please contact us at
info@carrolleducationfoundation.org

Help Us Identify Your Gift:

WE FUND TEACHERS

We believe a great education begins and ends with great teachers, which is why Carroll Education Foundation is committed to funding ALL Dragon teachers!