Instructions for Electronic Transfers of Securities


Effective December 1, 2014

If you are planning to donate appreciated securities they can be transferred electronically to the Claremont School of Theology through the Depository Trust Company (the DTC).

The following instructions will help facilitate a transfer to the School’s Account at Morgan Stanley Smith Barney (hereafter referred to as Morgan Stanley).

You will need to prepare a letter of donation for your broker, stating the date upon which the stock is to be transferred, the name of the stock, and the number of shares.

The following information will be necessary to arrange for the transfer:

  • Morgan Stanley’s DTC number is 0015.
  • The School’s NEW ACCOUNT NUMBER at Morgan Stanley is 242-088510-019.
  • The gift is “FBO Claremont School of Theology.”
  • PLEASE ALWAYS INCLUDE YOUR NAME in all correspondence when making a stock gift to Claremont School of Theology.

The "242" prefix to our account number is important. It denotes the Morgan Stanley office in Santa Ana, California.

In case you would like to be in touch with the School’s broker, here is the contact information:

Ms. Lisa Sanchez
Morgan Stanley Smith Barney
2677 North Main Street, 10th Floor
Santa Ana, California 92705

Phone: Toll free (800) 733-5181
Phone: Direct dial 714-648-3506
E-mail: lisa.sanchez@morganstanley.com

If you need additional help, please contact Rosa Valentine in the Claremont School of Theology Development Office at (909) 447-2501.

Thank you for choosing to make a gift of securities to Claremont School of Theology!