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 Marlene Connor in USM's Advancement Office at 414.540.3336 or mconnor@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

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