A direct transfer via DTC from your brokerage account to that of the School is the most efficient way to donate appreciated securities and stock. To facilitate the timely acknowledgment of your gift, please contact the Advancement Department at (858) 875-0843 or firstname.lastname@example.org to indicate the name and quantity of shares you will be donating as well as the fund designation.
DTC Eligible Securities (Stocks, Bonds & Mutual Funds)
DTC Clearing #: 0443
For Further Credit to: Pershing LLC
Account #: A9G137912
Account Name: The Bishop’s School
U.S. Treasury/Government Securities
ABA #: 021000018
Bank of NYC/Pershing LLC
For Further Credit to Account #: A9G137912
For Further Credit to Account Name: The Bishop’s School
Address: Pershing LLC, One Pershing Plaza, Jersey City, NJ 07300
For transfers of physical stock certificates, please contact Justin Tipp at First Republic Securities Company, 1280 4th Avenue, San Diego, CA 92101. Mr. Tipp may be reached on his direct line at (619) 338-1547.
The Bishop’s School receives many gifts in memory of or in honor of alumni, faculty, staff, family and friends. Please use one of the giving options above and notify us that this is a memorial or honor gift. For these thoughtful gifts, we will notify the next of kin or honoree of your generosity.
If you have questions about making a memorial/honor gift, please contact us at (858) 875-0843 or email@example.com.