Gifts of Stock

St. Anne School accepts gifts of securities, and stock transfers can be applied to pledge payments. Gifts of appreciated securities offer tax advantages to the donor and are straightforward to arrange.

Please feel free to contact Katie Luchetta, Controller, with any questions regarding your gift.

The following transfers are covered by these instructions:
  • DTC or Electronic Transfer of Stock
  • Transfer of Mutual Fund(s)
 
DTC OR ELECTRONIC TRANSFER INSTRUCTIONS
DTC or Electronic transfer is the fastest and most secure method for donating securities.
It is a two-step process:
1-     Please notify Katie Luchetta at Kluchetta@st-anne.org  with your intention to donate securities prior to initiating the transfer of securities to St Anne School.
2-     Our account is held at First Republic Securities Company LLC (FRSC). Prior notification is critical to identifying your gift of securities, as donor information does NOT transmit through the DTC system.
  1.  Broker Instructions to deliver securities to our brokerage account at FRSC:
Deliver To
First Republic Securities Company LLC
DTC
0443(Clearing through Pershing LLC)
For Further Credit to Account Number
33L178341
Account Name
St Anne School
Reference
{Donor Name-Year } or {Anonymous }
 
Mutual Fund Instructions
Please contact Theresa Allen and Cynthia Alston at First Republic Securities Company at Onlinebrokerage@firstrepublic.com
The following information is required:
Account Number
 
Share Quantity
 
Symbol
 
Donor Name
{Donor Name-Year } or {Anonymous }
Financial Institution
 
 
Your donation will NOT be complete until you notify St Anne School of your intent to donate securities and until shares are received in the St Anne School First Republic Securities Company (FRSC) Brokerage account.
 

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