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Transfer of Stock

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:

Charles Schwab

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.