Gifts of publicly-traded securities and mutual funds not only benefit Northwest Catholic High School, but can also be structured in ways that will be extremely beneficial to you by minimizing taxes.

Please notify Beth Casey Boyle '96, Director of Advancement, prior to transferring stock and securities.  Beth can be reached at 860-236-4221 x132 or bboyle@nwcath.org.

Publicly traded Securities

These gifts will be credited at the full fair market value on the day of the transfer of ownership. Our policy is for securities to be sold immediately by our agent.

Gifts of readily marketable securities that have appreciated provide an excellent means of benefiting Northwest Catholic High School while improving your tax picture. 

Mutual Funds

Donations of mutual funds result in benefits that are similar to donations of stocks, but transaction time is longer. If you are making donations of mutual funds to count during the tax year, please allow up to six weeks for the transaction. Shares of mutual funds will be credited at the net asset value of the shares on the gift date.

Transfer Instructions 

Northwest Catholic's account is  brokered by Wells Fargo Advisors in Farmington, CT.

For Electronic Transfer of Stock, provide your Account Representative with the following information:
  •  DTC # 0141
  •  Northwest Catholic High School
  •  A/C # 4782-2609-F994
 Receiving Firm Information:
          Wells Fargo Clearing Services, LLC
           One North Jefferson
           St. Louis, MO 63103
 
For Questions Contact:
       Wells Fargo Advisors
       Dan Grabowski, Financial Advisor
       Wells Fargo Advisors, LLC
        8 Two Mile Rd.
        Farmington, CT 06032
        Phone:      860-674-7588
        Fax:          860-674-1244