Stock Broker Instructions
Have you considered giving a tax saving gift of stock?
If your bank or broker holds your securities, we recommend an electronic transfer in TWO steps via Trinity’s E*Trade Account.
- Give your bank or broker the following instructions:
Trinity’s Account #6993-8493
Account Name: Trinity Christian College
- E-mail your transfer details to firstname.lastname@example.org to alert Trinity of your gift. Please note stock transfers do not include the donors name so this is an important step to recognize you as the donor.
Name and Address
Name of your bank or broker
Name and ticker symbol of the security
Expected time frame when gift is expected
Questions? Please contact your gift officer or email@example.com