If you would like to make a gift of stock to AHN for the capital campaign, please follow the instructions below:
- Decide the size of your gift in terms of the number of shares you wish to transfer to Holy Names.
- Instruct your broker to make the transfer to the Academy of the Holy Names account with Fidelity.
. The DTC# for Fideltiy is 0226
(it may show up as National Financial Services)
JP Morgan Chase Bank, New York, NY
ABA Number: 021000021
For credit to: National Financial Services, LLC
for the benefit of Academy of the Holy Names
- Contact: Rozanne Summerson
Hugh Johnson Advisors LLC
- Contact Nora Loughney '05 Ritinski, Director of Institutional Advancement, Academy of the Holy Names, at 518-438-7895 ext. 219 or email firstname.lastname@example.org to notify her that you have made a gift of stock to the school. This step is very important so that Holy Names is aware of your gift and can process and acknowledge it in a timely manner.