Gifts of Stocks or Securities
Carondelet High School is grateful for your gift of stocks or securities. Transfer of ownership is managed electronically between your broker and the School’s broker, Morgan Stanley Smith Barney.
Your broker will need the following information to complete the transfer:
Broker: The North Bay Group, Morgan Stanley Wealth Management
Account Name: Carondelet High School
Account Number: 528-113 572
Once you have instructed your broker to transfer a gift, please leave a message with Kathleen Henggeler at 925.686.5353 x151 or firstname.lastname@example.org to advise the name of the stock and the number of shares and to alert the school of your gift.
Your broker will be able to give you a value for tax-deduction purposes. Carondelet will value your donation at the median sales price on the day you instructed your broker to make the transfer.