Stock Donation Guide

Electronic Transfer of Stock

Thank you for supporting the children at St. Mary’s. Electronic delivery of stock shares is the most secure and expedient delivery process available.

The following information will enable your broker to facilitate an electronic transfer of stock:

Institution: Barclays Capital
Contact: Marc Karetsky
Phone: 212-526-3718
Email: marc.karetsky@barclayswealth.com

The donor or the transferring broker must provide St. Mary’s with the following information, for audit and acknowledgement purposes:

  • Donor’s name and complete address
  • Name and number of securities transferred
  • Approximate dollar value of gift

You or your broker may fax a letter or send an email to communicate this information at the time of transfer to:

St. Mary’s Foundation for Children
Fax: 718-423-6001
E-mail: SMFoundation@stmaryskids.org

Instructions to Transfer Securities to St. Mary’s Foundation for Children

DTC ELIGIBLE SECURITIES
Barclays Wealth
DTC Participant #229
Account #832-35141; St. Mary’s Foundation for Children
Contact: Marc Karetsky 212-526-3718

For more information, please contact Eileen Weiss, Jan Mittan, or Angela Basket at 718-281-8890 at St. Mary’s Foundation for Children.