Transfer of Stock
Procedures for transferring stock to The American College via Depository Trust Company (DTC).
Send a signed letter to your broker. Please include the following in the letter:
- "I authorize (name of donor's broker and brokerage house) to transfer (number of shares) shares of (name of stock) from my account (donor's account number) to The American College of Financial Services, 270 S. Bryn Mawr Ave., Bryn Mawr, PA 19010"
- Today's date
- Your name
- Your address
- Your phone number
- Purpose of the gift
- Your signature
Send a copy of that letter to: Advancement Office
The American College of Financial Services
270 S. Bryn Mawr Ave.
Bryn Mawr, PA 19010
Provide your broker with the following transfer information:
Telephone: (602) 355-9003
DTC# 0164 Code 40
Account Name: The American College Foundation
Account Number: 5161-1402
Please notify Allen Thomas, JD, CAP® at The American College Advancement Office once the stock transfer is complete by calling 610-526-1422. This will ensure prompt notice of receipt.