Important note: The donor must notify Church Farm School at firstname.lastname@example.org or 610.363.5363 that a gift is being made.
1. The Donor sends a letter of authorization for donation to his/her broker, including:
a. Name of stock
b. Number of shares
c. Name of account being transferred from
d. Account transferred to information:
DTC # 901 Bank of New York/Mellon
Account # 190823 Bryn Mawr Trust
Further Credit: The Church Farm School
School Broker Information and Contact Person:
Bryn Mawr Trust Company
C/O Ms. Jessica Demchak (ph# 1-610-581-4711)
6 S Bryn Mawr Avenue
Bryn Mawr, PA 19010
e. Notarized signature of donor (if your broker requires)
f. Copy of brokerage account statement (if your broker requires)
2. Donor's broker sends gift confirmation letter to:
The Church Farm School
c/o Mr. Jon Knorr
1001 E. Lincoln Highway
Exton, PA 19341
Gift confirmation letter should include your name, number of shares and name of stock you are giving, date of transfer and mean price of the stock on the date of the transfer.
3. Please contact Jon Knorr, Director of Development, to make gifts of securities.