Gifts of Securities
When making your gift, please notify the Advancement Office at 508.786.6279 or advancement@stmarksschool.org with the type and number of shares being gifted to St. Mark’s on your behalf.
TRANSFER INSTRUCTIONS
Beneficiary Name: St. Mark’s School
DTC#: 2039
Account: 755V8753
Contact: Jim Hicks Phone: Silicon Valley Bank - Boston Private
Phone: 617-912-3751
Fax: 617-912-3921
ALTERNATE TRANSFER INSTRUCTIONS
Beneficiary Name: St. Mark’s School of Southborough
DTC #: 0226 (National Financial Services)
Account: HKE-010905
Contact: Kyle O’Brien, B. Riley Wealth Management
Phone: 617-896-3501
Fax: 617-227-5505
Gifts of Mutual Funds
TRANSFER INSTRUCTIONS
Beneficiary Name: St. Mark’s School of Southborough DTC
DTC #: 0226 (National Financial Services)
Account: HKE-010905
Contact: Kyle O’Brien, B. Riley Wealth Management
Phone: 617-896-3501
Fax: 617-227-5505