Stock Held by Bank or Broker
First, contact Angie Lieber in the Development Office at 718-858-8663 or at firstname.lastname@example.org.
Please provide the following information:
- your name, phone number and fax number
- the name of the stock you plan to give
- the number of shares
- the name of the bank or broker who is transferring the stock
- the approximate date the stock is being sent
- the purpose of the gift (payment on a campaign pledge, Annual Fund gift)
Second, ask your bank or broker to deliver the stock to:
Chase Investment Services
DTC # 0352
Brokerage Account # 740-38152
The Hannah Senesh Community Day School
Attn: James Quach
Phone: (718) 403-7530 (Direct)
Phone: (718) 596-7310 (Branch)
Fax: (718) 596-7269
Stock Certificates Held Physically
1. Mail the stock certificate(s) to Hannah Senesh Community Day School.
2. In a separate envelope, send to Hannah Senesh Community Day School a signed stock power form (without filling in any other information). Our bank requires that your signature on this stock power be guaranteed by your bank.
3. Include your address, telephone number and the purpose of the gift (campaign gift, payment on a campaign pledge, Annual Fund gift).