Making a Gift of Securities to Cathedral School for Boys

Instruct your broker to transfer the securities to the following for Cathedral School for Boys:
 
Schwab: D.T.C. #0164 / Account #6657-7763
Contact: Mr. Jeremy Hoover
Charles Schwab & Co, Inc.
100 Post Street
San Francisco, CA 94108
(415) 667-6229
 

Please notify Cathedral's Development Office by email or phone, 415.614.5108, indicating your name and the details of the transfer (name of security and number of shares) so that we may properly identify and acknowledge your donation for tax purposes.
 
Our broker is instructed to sell the shares and remit proceeds to Cathedral as soon as the transfer is received into our account. The value of your gift is determined by using the average price of the high and low on the day the shares are received into our account.*
 
*For mutual funds, the closing price is used to determine the gift value.

Cathedral School for Boys

Located in San Francisco, California, Cathedral School for Boys is an independent elementary school for boys in Kindergarten – Grade 8. Our mission is to provide an excellent education through intellectual inquiry and rigor that is centered in the Episcopal tradition and is respectful of and welcoming to people of all religious traditions and beliefs.