Allgiftsofappreciatedsecurities(stocks,mutualfundshares,bonds,orETFs)arenowreceivedthroughthe CatholicCommunityFoundationofMinnesotaandshouldbedirectedasfollows:
DTC-ELIGIBLE SECURITY OR ACAT-ELIGIBILE* MUTUAL FUND TRANSFER (Securities you own with an advisor or at a brokerage company.)
Instructyourfinancialadvisortodeliverto:
Custodian: CharlesSchwab&Co.
DTC:0164
AccountName:CatholicCommunityFoundationofMN Account:4863-9694
fbo:CristoReyJesuitHighSchoolTwinCities
*ACAT-eligiblemutualfundsharesaregenerallyheldinabrokerageaccount andnotdirectlybythemutualfundcompany.PleasecontactCCFdirectlyat651-389-0300 todetermineifyourmutualfundiseligiblefortransfer.
PleasecontactKristenCooperattheschoolofficetoinformusofyourgiftpriortothetransfer: 612-545-9708 or kristencooper@cristoreytc.org
