AFS accepts gifts of securities and no-load mutual funds. Please follow the instructions below to make a gift. If you need more information, please contact Cara Palladino in the Development Office at 215-576-3957.
TO TRANSFER DEPOSITORY TRUST COMPANY (DTC) ELIGIBLE SECURITIES:
- Ask your broker to clearly indicate in the stock transfer instructions that your stock is a gift to Abington Friends School.
- Provide the following information to your broker about our account:
Broker: Charles Schwab
DTC Participant ID#: 0164
Account #: 4034-5746
Account Name: Abington Friends School
3. So that we can properly track and acknowledge your gift, please provide the following information to the AFS Development Office:
- Donor Name
- Asset Name
- Cusip #/Ticker Symbol
- Number of shares
- Brokerage Firm
- Broker Contact Name
- Broker Contact Information
FOR GIFTS OF NO-LOAD MUTUAL FUNDS:
Please contact Cara Palladino at 215-576-3957 to confirm that the securities or no-load mutual funds you wish to donate are accepted by our broker. Once we have confirmation, we will notify you and you can process the transfer with your broker using the account information provided above.