Stock Transfers
Stock can be donated to De La Salle Collegiate to fulfill commitments to the Lasallian Fund, a major gift, creating/increasing endowed scholarships, or to fund annual scholarships.
Students work on math problems during class.
Students work on math problems during class.
To ensure we track the transfer properly and credit your record for this gift, please inform the Advancement Office, 586-778-3356. Please include your name, the name of the stock, and date of the transfer, the number of shares, and the approximate value of the gift. Also, please include the fund to which this gift should be credited (e.g. The Annual Fund, Scholarship Endowment, Tuition Assistance, etc.).
Instruct your broker to contact De La Salle Collegiate’s broker to execute the transfer:
Matt Bucher
Merrill Lynch
2600 West Big Beaver Road, Suite 500
Troy, MI 48084
Phone: 248.655.4025
Fax: 248 636-4690
Account Number: 6ZT-04185
DTC Number: 8862
Merrill Lynch
2600 West Big Beaver Road, Suite 500
Troy, MI 48084
Phone: 248.655.4025
Fax: 248 636-4690
Account Number: 6ZT-04185
DTC Number: 8862
The value of the gift is determined by multiplying the number of shares by the average price for the stock on the day it enters De La Salle’s account. The average is determined by using the high and low prices on that day as published in the Wall Street Journal.
Please Note: that there is often a delay between requesting a stock transfer with your broker and the actual transfer taking place. Please plan accordingly if you wish to make a gift by a certain deadline such as the end of the year. The gift date is the day that De La Salle receives the information about the transfer.
Have questons? Contact Greg Esler at 586-541-6254.