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:

Wells Fargo Advisors, LLC
DTC# 0141
A/C Name: Trinity Fund-Trinity School
A/C# 5600-6284
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.

Donor Information
Gift Information
Broker Information
Thank you for your generous support.
Wells Fargo Contacts:

Anthony Fiumara
Registered Senior Client Associate
Wells Fargo Advisors, LLC
280 Park Ave., 29th Floor W
New York, NY 10017
MAC H3622-010
Tel: 212-916-0443
Fax: 212-916-0489
Edward Collins
First Vice President – Investments
Senior PIM Portfolio Manager
Wells Fargo Advisors, LLC
280 Park Ave., 29th Floor W
New York, NY 10017
Tel 212-338-4234
139 West 91st Street  |  New York, NY 10024-1326  |  (212) 873-1650
Located on 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.