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 from Morgan Stanley Account.

  1. Give your bank or broker the following instructions:
    E*Trade from Morgan Stanley Account
    DTC #0015
    Trinity’s Account #725-209576
    Account Name: Trinity Christian College
  2. E-mail your transfer details to advancement@trnty.edu to alert Trinity of your gift.
    Please note that stock transfers do not include the donor’s 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
    Gift designation
    Expected time frame when gift is expected

Questions? Please contact your gift officer or advancement@trnty.edu