Mount Saint Joseph Academy gratefully accepts gifts of appreciated securities and stocks. To facilitate this process, the Mount maintains an account with Lakeview Capital Partners.
If you would like to give appreciated stock to the Mount, below is the information that your broker will need in order to make the transfer:
The Mount’s broker is: Lakeview Capital Partners
Financial Institution: Charles Schwab & Co., Inc.
DTC Number: 0164, Code 40
For the benefit of Mount Saint Joseph Academy account: 9237-7380
Contact at Lakeview Capital Partners is:
Adrian Chastain
404-410-7426
E-Mail: Adrian.chastain@lakeviewinstitutionalwealth.com
So that we can properly acknowledge your gift, please relay the following information to Jill Gregori at jgregori@msjacad.org or 215-233-1859:
Number of shares being gifted
Name of stock
Fund designation (Mount Fund, Sister Kathleen Brabson Endowment, General Endowment, other)
If you have any questions, please contact Mary Ravenfeld, Chief Development Officer, at mravenfeld@msjacad.org or 215-233-3177 ext. 389.