Making a Gift of Stock
To make a stock gift, you will need to provide your stock broker with the following account information for transferring securities:
Morgan Stanley
DTC# 0015
A/C Name: The Trinity Episcopal Schools Corp.
A/C# 761-159584
Trinity School tax ID # 13-5563003
DTC# 0015
A/C Name: The Trinity Episcopal Schools Corp.
A/C# 761-159584
Trinity School tax ID # 13-5563003
To ensure that your gift is properly credited, it is important that we know the type of stock and the number of shares you are donating. Please fill out the form below.
Per IRS regulations, gifts of stock are recognized on the day of transfer into Trinity’s account and valued at the average of the high and low share price on the date of transfer. It is Trinity’s policy to sell securities upon receipt.
If you have questions about your gift, please email the Advancement Office at trinityfund@trinityschoolnyc.org.
Morgan Stanley:
Anthony Fiumara
Anthony Fiumara
Registered Client Service Associate
Morgan Stanley Wealth Management
55 E 52nd St, 30th Floor, New York, NY 10055
Phone: 212-883-8184
Mobile: 929-613-1158
Located on the Upper West Side of New York City, Trinity School is a college preparatory, coeducational independent school for grades K-12. Since 1709, Trinity has provided a world-class education to its students with rigorous academics and outstanding programs in athletics, the arts, peer leadership, and global travel.