1. Simply provide your broker with the following DTC Delivery Instructions:
F/B/O NFS
DTC# 0226
Institutional ID# 94181
Agent Bank # 94181
McLean School of Maryland
Account 005-012726
Our broker is Forrest Miles
PNC Investments
703.464.6128
Forrest.Miles@pnc.com
2. Notify Director of Development Joe Pace of the transfer at jpace@mcleanschool.org or 240.395.0695. (We need to follow the stock from our end to make sure it is correctly received and properly credited.)
Note: If you have the original stock certificate, or have any other questions, please contact Joe Pace.
Thank you for making a stock gift to McLean!