Stock Transfer Instructions
Thank you for your interest in making a gift of securities to Cristo Rey Columbus High School!
For general questions about your gift, contact Carly Miller, Chief Advancement Officer at Cristo Rey Columbus High School. You can reach Carly at firstname.lastname@example.org or 614-223-9261.
For detailed questions about securities, contact Cathy Clary or Michael Foley at Merrill Lynch.
· Cathy Clary: email@example.com – 614-459-9065
· Michael Foley: firstname.lastname@example.org – 614-459-9075
Use the following instructions to make your gift. If you are not personally familiar with how to transfer securities, contact your financial advisor or broker. If you do not have a financial advisor or broker, contact Cathy Clary for assistance.
1. To give securities to the Cristo Rey Columbus High School via DTC, make the transfer using the following information:
a. DTC #: 8862 Merrill Lynch
b. FBO: Cristo Rey Columbus High School
c. Account #: 6AB-02149
2. Once you make the transfer, contact both Cathy Clary and Carly Miller and notify them of:
a. The securities transferred; and
b. The number of shares transferred.
Transfers of securities typically take 3-5 business days. If your broker requires further information, he or she should contact Cathy Clary at:
4661 Sawmill Rd., Ste. 200
Columbus, OH 43220
Thank you for supporting our students!