Gifts of Securities such as stock - Convenient Options
 
 Click here for a printable version of the instructions.
 
BROKER DELIVERY INSTRUCTIONS:
(DTC eligible securities only, for all other types of securities please call Andrea Doepker or Andy Boedecker at Fund Evaluation Group, phone 513-977-4400)
 
Charles Schwab & Co., Inc.
DTC# 0164
ACCOUNT NUMBER: 5905-1721
ACCOUNT NAME: University of Detroit Jesuit High School and Academy
 
Please call Andrea Doepker or Andy Boedecker at Fund Evaluation Group, phone 513-977-4400, if you have any questions about the gifting process.
 
MEMO TO: Andrea Doepker / Andy Boedecker, Fund Evaluation Group
PHONE: 513-977-4400
FAX: 513-977-4412
RE: GIFTS OF SECURITIES
 
THE FOLLOWING INDIVIDUAL(S) WILL BE MAKING A GIFT OF SECURITIES TO:
 
University of Detroit Jesuit High School and Academy
Tax ID # 38-1360587
*DONOR:
NAME: ____________________________________________
ADDRESS: ____________________________________________
PHONE: ____________________________________________
 
NAME OF SECURITY: ____________________________________________
 
QUANTITY: _____________# OF SHARES
 
DELIVERING BROKER: _____________________________________________
 
BROKER CONTACT:
 
NAME: ______________________________________________
PHONE: ______________________________________________
 
Either the individual named above or their broker will be contacting you to coordinate the transfer of the securities.
 
PLEASE NOTE ANY RESTRICTIONS ON GIFTS BELOW:
 
*It is very helpful if the donor notifies U of D Jesuit High School & Academy directly of your intention to make a donation. We often receive checks from the broker with no donor information attached. In order to properly credit each donation we need the donor contact information. Please contact Tom O'Keefe at 313/927-2342 or email Tom at Thomas.okeefe@uofdjesuit.org
 
 

Updated 11.17.09