Donate Stock and Securities

Carroll Education Foundation > Donate Stock and Securities

Realize your philanthropic passions, leave a legacy and make a real and lasting difference in public education in Carroll Independent School District!

Stock & Securities

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, TIAA Trust.  Transfer instructions to be given to your adviser are:

All DTC-Eligible Securities
DTC Participant Number:   2663
Agent Internal Account Number:   20075-D
Interested Party Account Name: Carroll Education Foundation, Inc.
Interested Party Account #:   882309101 (TIAA Trust Client Account Number)

Registered Investment Advisor for Carroll Education Foundation, Inc.
Attn: Lisa Butler
TIAA Trust
211 North Broadway | Suite 1000
St. Louis, Missouri  63102-2733
Office:  314.244.5073 | Fax: 314.244.5199

Please contact Carroll Education Foundation at with information of your gift, detailing the name of the security, the number of shares, the date of your instructions to your financial advisor and the name of your financial advisor.  For tax purposes, the value of your security gift will be determined by the average of the high and low price on the day the security is received by our account at TIAA Trust.

Donor-Advised Funds

Establishing a planned gift creates a charitable legacy that ensures our district delivers on its promise of exceptional teachers and extraordinary students well into the future. Establishing a donor-advised fund (also known as a Philanthropic Fund) allows you or your designee to make grants to a broad range of qualified charitable organizations without requirements for minimum annual charitable distributions.


A bequest in your will or trust agreement commits a specific dollar amount, a percentage of your estate, or the residue of your estate to a charitable purpose, such as public education. It’s never too early to set up a bequest and create a lasting legacy.

Gift of Life Insurance

With a gift of life insurance, you can create a large endowment, even if you don’t currently have the funds to do so. You can either name the Carroll Education Foundation as the beneficiary of the policy or use the policy to replace the amount of another donation.

To discuss these and other legacy gift options, please contact Kathy Lanier, Executive Director, at
(817) 949-7064 or