Gifts of Stock
Complete and e-mail or fax the Gift of Stock Information Form* to Chapin before instructing broker to transfer stock so that when the stock arrives at Chapin, the school will know who sent it.*
Procedures for transferring stock to Chapin:
The donor may transfer securities electronically by:
Instructing the broker to arrange a DTC transfer (paperless transfer) to Chapin's account at Charles Schwab & Co., Inc.:
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Schwab's DTC Clearing Number 0164
The Chapin School, Ltd.
A/C Number 2228-4013
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Completing the attached Gift of Stock Information Form * or sending to Chapin a document that includes:
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The donor's name
The name of the stock and the number of shares
The date of the gift
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Requesting a Transfer of Asset Form from Chapin
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Sending the completed form to:
Charles Schwab & Co., Inc.
111 Pavonia Avenue, 4th Floor
Jersey City, NJ 07310
(Charles Schwab will initiate the transfer)
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Completing the attached Gift of Stock Information Form* or sending to Chapin a document that includes:
- The donor's name
- The name of the stock and the number of shares
- The date of the gift
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Donor may sell stock by:
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Having the broker establish an account
in Chapin's name.
Transferring the stock to Chapin's
account and having it sold.
Having the broker send a check for the proceeds to Chapin accompanied by either the attached Gift of Stock Information Form* or a document that includes:
- The donor's name
- The name of the stock and the number of shares
- The date of the gift
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Donor may send the stock certificate directly to Chapin by:
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Mailing a completed stock power to
Chapin.
Obtaining from Chapin and completing
Charles Schwab & Co. form titled "Third Party Release," which
should be returned to Chapin.
Sending, under separate cover, the unendorsed stock certificate to
Chapin with a cover letter by registered or certified mail.
Including in the cover letter the attached Gift of Stock Information Form* or the following information:
- The donor's name
- Address
- Social Security Number
- The name of the stock and the number of shares
- Purpose of the gift
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All correspondence should be directed to:
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Telephone: 212.570.4959
Fax: 212.327.4026
Mail:
Mary Murphy
The Chapin School
100 East End Avenue
New York, New York 10028
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* The Gift of Stock Information Form is provided in PDF format. If you do not have the Acrobat Reader software installed on your computer, it may be downloaded for free from Adobe. Once the software is installed, you will be able to view and print the gift form.
Last updated 12.12.07
This page overseen by the Director of Development
Questions, comments: E-mail |
