PROCEDURES FOR DONATING SECURITIES OR WIRING CASH TO:
St. Patrick’s Episcopal Day School
4700 Whitehaven Parkway, NW
Washington, DC 20007
Advancement Office: 202-342-7012
WIRING SECURITIES:
Morgan Stanley Smith Barney: DTC #0015
St. Patrick’s Episcopal Day School Stock Account #631-173936
Account Broker: Michael Zoskey (703-556-6370)
Account Title: St. Patrick’s Episcopal Day School, Attn: Lovelace Z. Clark
Account Address: 4700 Whitehaven Pkwy, NW; Washington, DC 20007
EMAIL A LETTER OUTLINING THE GIFT TO:
Morgan Stanley Smith Barney, LLC
Michael Zoskey
Michael.Zoskey@morganstanley.
Phone: 703-556-6370
Fax: 703-822-5697
St. Patrick’s Episcopal Day School
Kyle Tyson, Director of Annual Giving
TysonK@stpatsdc.org
Phone: 202-342-7012
Your financial advisor should include the position of the stock on the day of transfer as well as indicating "disclosure of the donor information" on the transfer document. PLEASE NOTE: It is imperative that St. Patrick’s Advancement Office be notified of all possible stock transfers as soon as possible. This helps us avoid a “mystery stock” situation, which occurs when a transfer is made with no information attached. Mystery stock cannot be credited to the appropriate fund or donor until a donor is identified. Thank you!
WIRING CASH:
M&T Bank
ABA#: 022 000 046
Account: 0040 046 6263
Federal Tax ID #: 53-0196494
THANK YOU FOR YOUR SUPPORT!
Updated on 01/19/24