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.
Before donating appreciated securities or stock, please contact the Advancement Department at (858) 875-0843 or giving@bishops.com 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 #: 0352
For Further Credit to: J.P. Morgan Securities LLC
Account #: 72084550
Account Name: The Bishop’s School
For transfers of physical stock certificates, please contact Justin Tipp at J.P. Morgan Securities LLC, 7777 Girard Ave., Suite 201, La Jolla, CA 92037. Email the Tipp Team at Tipp_Bruno_Team@jpmorgan.com.