How to Gift Stocks to St. Mary's Abbey/Delbarton School

Note: When making a stock gift, please remember to notify Craig Paris in the Development Office at Delbarton School, 230 Mendham Rd, Morristown, NJ 07960. He can be reached via e-mail at cparis@delbarton.org or by phone at (973) 538-3231 X3050.

When the stock is held by your broker or commercial institution.....

Instruct your broker or commercial banker to transfer the shares of stock as follows...

Depository Trust Co (DTC electronic delivery):
FBO Order of St. Benedict of New Jersey
Participant # 0997
Agent Bank # 26022
Reference Account # SIK6

State Street Contact: Liam Dundon, 617-985-6154

When the stock is in your possession.....

1) Overnight/express mail the certificate to:
State Street Corporation
Specialized Trust Services-JQB/7S
200 Newport Ave.
North Quincy , MA 02171
Attn: Liam Dundon
617-985-6154

2) The stock certificate must either be accompanied by a signed and dated Stock Power certificate*, be signed on the back by the individual stockholder, or be reissued in the name of The Order of St. Benedict of New Jersey.

* If you need a Stock Power certificate, please contact Craig at 973-538-3231 x3050 in advance of sending the stock certificate.