Procedures for stock transfers:

The simplest (and fastest) way to transmit stock is for your broker to do a DTC transfer through our school's broker:

Univest Financial Services, 200 Charlotte Street, 21^st Floor, Charlotte, North Carolina 28202-5001 (800) 277-7700

Your broker will need the following information:
Our DTC Number: 0443
The account of Odyssey Community School is: 3R9-397819

We like to call our broker to ask that they be on the lookout for all transfers. If you can provide the security being transferred in advance to the School (and the number of shares, or the approximate amount), it is easier for our broker to track the gift.

School Non-Profit Tax ID#: 64-0960363