Giving Securities

St. Chad Window in the Monastery Church, photo by Br. Randy, OHCIn order to promptly process and acknowledge your Gift of Appreciated Securities (stock or other securities) it is essential that we receive complete and timely information in writing from you (or your broker acting on your behalf).

Before Iniating Transfer

Before initiating the transfer of securities, contact our Bursar (Br. Randy Greve) with the following information:

  1. Your full name
  2. The name of the stock
  3. The exact number of shares being transferred
  4. The CUSIP number for the stock
  5. The company name & DTC number of your broker

Guest House and Bell Tower, photo by Br. Randy, OHCInformation needed by your broker in order to deliver the securities to us:

a. For transfer of any DTC Eligible Securities
Brokerage Firm: Merrill Lynch
DTC #: 5198
Account Name: Holy Cross Monastery
Tax ID Number: 16-1560723
Account Number: 808-02363

b. For transfer of other securities (Overnight Address)
The Nolan Group
Merrill Lynch, Pierce, Fenner & Smith Inc.
69 State Street – 16th Floor
Albany, New York 12207

c. Merrill Lynch Contact Information:Jennifer Nolan at 518.462.8330