Making a Gift of Stock

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 “DTCEligible 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 “# 657323616

• 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 #066196221

FBO: Blackstone Memorial Library Endowment

Acct # 657323616

Or call our advisor and they will liaison with your financial advisor.

Eric Hanson
The Andriole Group HighTower Advisors

(203) 8967305

Questions? Please contact Kathy Oxsalida, Blackstone Business Manager, at 203-488-1441, ext. 310 or send an email.