To donate a stock security to Moreau Catholic High School, please first email the Advancement team at advancement@moreaucatholic.org to have the account information sent to you and your stock broker. This will also alert us of the pending transfer. We will then ask you to provide the following information to help us track the transfer:
- the expected date of the transfer,
- the name of the sending brokerage (this helps our investment team track more easily),
- the name(s) and symbol(s) of the security or securities,
- the number of shares being transferred, and
- the estimated value.
- The School’s Business Office team will monitor closely so that we are able to record the transaction
timely in accordance with GAAP (Generally Accepted Accounting Principles). The Advancement Office will acknowledge your gift via letter once the transaction has settled. If you have any questions, please contact Dr. Elizabeth Berkes, Director of Advancement or Matt Duke, Chief Financial Officer.