Forever True Capital Campaign

North Catholic High School Stock Transfer Instructions
As of 5.12.11

Should you wish to make a gift of stock to North Catholic High School, please provide your financial representative with the following information to implement the transfer order:

Brokerage:   Charles Schwab & Co., Inc
Orlando Operations Center
P.O. Box 628291

Orlando, FL 32862-8291

Consultant for NC Account:    

Craig Thompson
VP Financial Consultant
Charles Schwab & Co., Inc
601 Grant St, Ground Floor
Pittsburgh, PA 15219-4401
412-803-4510
Craig.Thompson@Schwab.com

Account#:  6716-6551 [North Catholic Foundation]

DTC#:  0164

Also, please inform North Catholic High School President, Frank Orga, via email orgaf@north-catholic.org or by telephone 412-952-1953 of the name of the stock and the approximate number of shares in advance of the transaction so that we can properly process the shares and ascribe the transaction to your gift record. 

Upon receipt of the stock it will be sold immediately and the funds will be placed in the NC Building Fund account # 5872-0820.  Your gift is valued at the mean price on the date it is received into the North Catholic High School account.