PROCEDURES FOR DONATING SECURITIES OR WIRING CASH TO:
St. Patrick’s Episcopal Day School
4700 Whitehaven Parkway, NW
Washington, DC 20007
Development Office: 202-342-7010
WIRING SECURITIES:
Morgan Stanley Smith Barney: DTC #0015
St. Patrick’s Episcopal Day School Stock Account #631-173936
Account Broker: Michael Heuple 703-556-8194
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
Brittany Lawson
brittany.lawson@morganstanley.
Phone: 703-556-8195
Fax: 703-822-5697
St. Patrick’s Episcopal Day School
Dana Saab, Director of the Annual Fund
SaabD@stpatsdc.org
Phone: 202-342-7010
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 Development 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:
Peoples United Bank
ABA#: 221 172 186
Account: 0040 046 6263
Federal Tax ID #: 53-0196494
THANK YOU FOR YOUR SUPPORT!
Updated on 07/13/20