The following steps need to be completed when a donor wishes to donate stock or securities:
- Donor provides a Letter of Instruction to their broker to transfer shares to the Omicron Delta Kappa Society and Educational Foundation, Inc. brokerage account.
- Patron needs to provide the Charles Schwab & Co. DTC number (0164) and the Omicron Delta Kappa account number (4679-3902).
- Patron should alert O∆K by emailing michelle@odk.org of the forthcoming gift so that O∆K may inform Charles Schwab & Co./Brockenbrough of the incoming security.
- Questions regarding these instructions, please contact Matthew Brandwein, at Brockenborough, by calling (804) 287-2724 or emailing mbrandwein@lowebrockenbrough.com.
