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How to Transfer a Gift of Securities to St. Peter’s School

  1. Direct Transfer of Certificates (DTC) transaction may be affected by a securities broker or agent on behalf of the donor.
  2. Securities (stock certificates) are wired from the donor’s account to the St. Peter’s School account at Fidelity Investments.
  3. Donor’s broker/agent should be provided with the following information regarding St. Peter’s School account:
Broker: Fidelity Investments
501 Route 73 South
Marlton, New Jersey 08053

DTC Number: 0226

Account Name: St. Peter’s School
319 Lombard Street
Philadelphia, PA 19147

Tax ID: 23-1724252

Account Number: X47395560

Attention: Daniel Kichline