Instructions for Electronic Transfers of Securities
Effective December 1, 2011
If you are planning to donate appreciated securities held in "street name," 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 account number at Morgan Stanley is 242-088510-019.
- The gift is "FBO 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:
Mr. Dave Stauffer or Ms. Laynie Johnson
Morgan Stanley Smith Barney
2677 North Main Street, 10th Floor
Santa Ana, California 92705
Phone: Toll free (800) 733-5181
Phone: Direct dial 714-648-3453
We are confident that you will find Dave and Laynie to be helpful and happy to be of assistance.
If you need additional help, please contact Wendy Lee in the Claremont School of Theology Development Office at (909) 447-2535 or firstname.lastname@example.org.
Thank you for choosing to make a gift of securities to Claremont School of Theology!