Make a Gift of Stock
To make a stock gift, you will need to provide your stock broker with the following account information for transferring securities:
Wells Fargo Advisors, LLC
DTC# 0141
A/C Name: Trinity Fund-Trinity School
A/C# 5600-6284
Trinity School tax ID # 13-5563003
Per IRS regulations, gifts of stock are recognized on the day of transfer into Trinity’s account and valued at the average of the high and low share price on the date of transfer. It is Trinity’s policy to sell securities upon receipt.
DTC# 0141
A/C Name: Trinity Fund-Trinity School
A/C# 5600-6284
Trinity School tax ID # 13-5563003
Per IRS regulations, gifts of stock are recognized on the day of transfer into Trinity’s account and valued at the average of the high and low share price on the date of transfer. It is Trinity’s policy to sell securities upon receipt.
In addition to providing to providing Trinity's information to your broker please fill out the form below to ensure that your gift is properly credited.
If you have any questions please e-mail at trinityfund@trinityschoolnyc.org or call (212) 932-6860.
Contact Us
List of 2 items.
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Anthony Fiumara
Registered Senior Client Associate
Wells Fargo Advisors, LLC
280 Park Ave., 29th Floor W
New York, NY 10017
MAC H3622-010
Tel 212-916-0443
Fax 212-916-0489
Email -
Edward Collins
First Vice President – Investments
Senior PIM Portfolio Manager
Wells Fargo Advisors, LLC
280 Park Ave., 29th Floor W
New York, NY 10017
Tel 212-338-4234
Email
Located on the Upper West Side of New York City, Trinity School is a college preparatory, coeducational independent school for grades K-12. Since 1709, Trinity has provided a world-class education to its students with rigorous academics and outstanding programs in athletics, the arts, peer leadership, and global travel.