FUTURE STUDENTS FACULTY & STAFF FRIENDS & VISITORS
CURRENT STUDENTS ALUMNI  
 

  Giving to Trinity University -
Gifts of Stocks and Securities
 
 

Broker Notification - Stock Delivery Instructions

TRINITY UNIVERSITY
One Trinity Place
San Antonio, TX 78212-7200

BROKER NOTIFICATION – STOCK DELIVERY INSTRUCTIONS

DTC – ELIGIBLE SECURITIES


 

J.P. Morgan Chase

New York, New York

Assistant Vice President, Mary Leonard 212-623-8739 

   

 

DTC Participant Account Number:  902                                        

Reference:  P82147                                           

Reference:  Trinity University  

 

Additional Information If Needed:

Agency Bank Number:  25787

Institutional Bank Number:  26097  

Trinity University must be notified when assets are transferred.  Please contact Michael McKinnerney, Manager of Endowments Accounting, phone: 210-999-7338, fax: 210-999-8288, or email: mmckinne@trinity.edu with the following information:

Name of security_____________________________________________        

Number of shares_____________________________________________

Donor’s name________________________________________________

Delivery bank or broker name___________________________________

Delivery bank DTC # or broker DTC #_____________________________

   

THANK YOU.

 

 


Questions or comments?
development@trinity.edu

 


Development Office
One Trinity Place,
San Antonio, Texas 78212-7200
(210) 999-7415 or Toll-Free 888-TU-DONOR (883-6667)
(210) 999-7433 fax