Gifting Stocks to CBA
Wire Transfer Instructions
To transfer gifts of securities to Christian Brothers Academy, please use the following procedure:
- Christian Brothers Academy uses The Vanguard Group, 225 Old Loudon Rd, Latham, N.Y. 12110
- Contact: Mark J. Hulbert, ChFC at 518.785.8661
- Please deliver to DTC #0062
- Account # 13836593
- Christian Brothers Academy
- Contact Colleen Ward at CBA at 518.452.9809 x 113 or firstname.lastname@example.org when you have completed the transaction so that we may acknowledge your gift and forward information for your tax deduction.
Thank you for your generosity.
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.