Donating stock and mutual funds is easy!
Follow these instructions to make a gift of stock or mutual funds to the Blackstone Library:
Contact your financial advisor to determine if the stock or mutual fund is a “DTC–Eligible Security” ( or you can call our advisor/broker).
• If Yes, this is the following information that needs to be relayed to your advisor/broker:
a. “Deliver to DTC Clearing 0226”
b. Account name “Blackstone Memorial Library Endowment”
c. Account number “# 657–323616”
• If No, instruct your financial advisor to sell the stock or mutual funds, and upon settlement, wire funds to (copy exactly):
JP Morgan Chase Bank
One Chase Manhattan Plaza
New York, NY 10005
ABA # 021000021
For credit to: National Financial Services LLC
NFS Account #066196–221
FBO: Blackstone Memorial Library Endowment
Acct # 657–323616
Or call our advisor and they will liaison with your financial advisor.
The Andriole Group HighTower Advisors
Questions? Please contact Kathy Oxsalida, Blackstone Business Manager, at 203-488-1441, ext. 310 or send an email.