How to make a gift with stock or other securities?
Donating Stock A. If the stock is in a brokerage or stock account: 1. Contact you broker and indicate the number of shares you are donating to McGill-Toolen. 2. Ask your broker to transfer the securities to the McGill-Toolen account. MERRILL LYNCH DTC: 5198 For Credit: Account 574-04494 Name of: McGill-Toolen Catholic High School (Merrill Lynch will liquidate the securities and send the proceeds to McGill-Toolen.) 3. Please inform the McGill-Toolen Development Office of the following information a. Name of stock and the number of shares b. Your name, address, and telephone number c. The purpose of the gift, i.e., the campaign to which the gift is earmarked d. The date of the gift. To keep track of all gifts, it would be helpful to have a copy for our records so we can anticipate the arrival of the funds, please mail, fax, or email the information to: Development Office McGill-Toolen Catholic High School 1501 Old Shell Road Mobile, Alabama 36604 (251) 438-8356 (Fax) donaldm@mcgill.pvt.k
