Donating Appreciated Securities

In 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 Initiating 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

Information 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 #:8862

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