MISS HALL S SCHOOL Securities Gift Delivery Service Instructions
- June 1, 2024
- MISS HALL S SCHOOL
Table of Contents
MISS HALL S SCHOOL Securities Gift Delivery Service
Product Information
- Advancement Office: 492 Holmes Road, Pittsfield, MA 01201
- Contact: Phone 413-395-7062
- Email: [email protected]
- Contact Person: Joselyn Hearring, Database and Reporting Manager
- Website: www.misshalls.org
Specifications
- Transaction Notification: Notify Joselyn Hearring for successful delivery of gifts of securities.
- DTC Agent Bank: State Street Bank & Trust Company
- DTC #: 0987
- Account Name: 652040 Miss Hall’s School
Product Usage Instructions
Step 1: Notify Joselyn Hearring
Contact Joselyn Hearring at
413-395-7062 or via email at
[email protected] to inform her about
the upcoming transaction.
Step 2: Deliver to DTC Agent Bank
Deliver the securities to the following DTC Agent Bank:
- Name: State Street Bank & Trust Company
- DTC #: 0987
- Account Name: 652040 Miss Hall’s School
Advisors should include the donor’s name in the notes section of the transfer. Written instructions are required for restricted gifts.
Mutual Funds Donation
If donating mutual funds, please contact Joselyn Hearring for guidance on the
process, as it typically takes 2-3 weeks to process.
Frequently Asked Questions (FAQ)
Q: How long does it take to process mutual funds donations?
A: Mutual funds donations generally take 2-3 weeks to process. Please
notify Joselyn Hearring for assistance in making a gift of mutual funds.
Description
Follow these two steps to ensure successful and timely delivery of gifts of securities to Miss Hall’s School*
- Notify Joselyn Hearring at Miss Hall’s School at 413-395-7062 or by email at [email protected] that a transaction will occur.
- Deliver free to:
- DTC Agent Bank Name: State Street Bank & Trust Company
- DTC #: 0987
- Account Name: 652040 Miss Hall’s School
- Advisors, please enter the donor’s name in the notes section of the transfer
- Please Note: Written instructions are required if your gift is to be restricted.
Thank you for thinking of Miss Hall’s School in this generous way.
Mutual Funds are handled differently and generally take 2- 3 weeks to process.
If you wish to make a gift of mutual funds, please notify Joselyn at the phone
number above, and she will advise you on the necessary steps.
Contact Information
- Advancement Office 492 Holmes Road Pittsfield, MA 01201
- Phone 413-395-7062
- Email: [email protected]
- Joselyn Hearring, Database and Reporting Manager
- Website: www.misshalls.org.