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.

Double Your Gift

Increase your support with a corporate matching gift to USM. Click here to learn more!

Make a Gift of Appreciated Stock

Please visit our Gift of Stock page for more information.

IRA Charitable Rollover

If you are 70 1/2 years old and own a traditional IRA, make a tax-free gift today!
Prekindergarten (age 3) - Grade 12 • Independent • Coeducational
© 2019 University School of Milwaukee
2100 W. Fairy Chasm Road, Milwaukee, Wisconsin 53217 • 414.352.6000