To notify Saint Ignatius of a gift of securities, please contact Brandon Stein or Dave Stephens with your information (name, address, phone number), the name and type of securities to be gifted, the number of shares, and the date you intend to make the gift. firstname.lastname@example.org
312-432-8341 or email@example.com
Please complete this form
to notify us of the stock you are gifting so we can appropriately receipt and thank you for your gift.
Types of Transfers
1) DTC Transfer of Stock
To transfer securities to Saint Ignatius via DTC, please use the following instructions:
Northern Trust Securities
Saint Ignatius College Prep Account # NT2-056464
Donor Name & Address:_______________________
In order to promptly and accurately credit a security gift to the appropriate donor, it is essential that the transfer instructions include the donor’s name and address. Without this information, we are occasionally unable to identify the donors of certain securities.
In order to determine if a security gift is to be an unrestricted gift or to be applied to a specific use or purpose, please contact Brandon Stein (firstname.lastname@example.org 312-432-8341) or David Stephens (email@example.com 312-432-8321) in our Development Office.
If your broker requires further information, he or she should contact the Office of the Controller or: Northern Trust Securities - Cory Finke 312-557-1303.
It is very important to us that we appropriately acknowledge the generosity of our benefactors in a timely and accurate manner. It can be difficult to identify the donor after a gift of securities is processed, particularly in the case of an electronic transfer. Therefore, please ask your broker to include your name and address in the DTC transfer instructions, and also please inform our director of donor services or senior accountant of your gift by email, phone, or letter (see contact information above).