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Giving Stock to St. Andrew's
INSTRUCTIONS FOR MAKING A GIFT OF SECURITIES
TO ST. ANDREW'S SCHOOL

Thank you for considering a stock gift.


Please have securities transferred to:

St. Andrew’s School of Delaware, Inc.
Morgan Stanley
Pegeen Lodge
302-657-2057
Account #502-050196-058
DTC #015

The School’s tax ID number should you need it is: 51-007-9506.

Please also provide St. Andrew’s with a letter of your instruction from you to your broker (Often the broker will type up this letter for your signature or write it in the third person as documentation.) St. Andrew’s will use the date on this letter as the date of the gift and will calculate the value of the gift using the high and low price (mean price) on that date.  If a letter of instruction is not received, we will use the "transfer date" of the stock that is provided to us by Morgan Stanley.

A copy of the letter of instruction can be mailed to the St. Andrew's Advancement Office, 350 Noxontown Road, Middletown, DE 19709 or faxed to 302.378.0429.


If you have further questions, or require assistance, please contact Mary Cameron at 302/285-4267.

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