Making a Gift of Appreciated Securities or Stock
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.
Important information regarding stock gifts:
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:
So that we can properly acknowledge your gift, please send the following information to Jill Gregori at firstname.lastname@example.org or 215-233-1859:
# of shares being gifted
Name of stock
Fund designation (Mount Fund, etc.)
If you have any questions, please contact Jill Gregori at email@example.com.