Below are the instructions to transfer securities to Baldwin’s Morgan Stanley Donation Account. Please ask your broker to electronically transfer the stock from your account into Baldwin’s account. Your broker will need the following information.
DTC Free #: 0015
A/C Name: The Baldwin School
A/C #: 665-025439-021
After requesting transfer, it is very important to e-mail, fax, or call Karen Salvitti in Baldwin’s Development Office (610-525-2700, ext. 309,
ksalvitti@baldwinschool.org, or fax: 610-527-7419) with the specifics of the securities being transferred (stock name, share quantity, as well as the date of instruction to your broker). This will enable us to track the stock once it is put into our account and to properly receipt you.
Please contact Karen Salvitti if you have any questions or concerns
Thank you for your support of Baldwin.