How to Donate Stock to Brearley

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Fiduciary Trust handles stock transactions for Brearley, but the stock is routed through JPMorgan Chase.

1. Contact the school. Gifts of stock are transferred to us without a donor’s name. To assure that we know you have sent us stock, please call Sharon Stearns (212-570-8617) in the Development Office with the following information:

  • Your name, phone number and fax number
  • Name of the stock you plan to give and the number of shares
  • Name of the bank or broker who is transferring the stock and their phone number
  • Approximate date the stock is being sent
  • Purpose of the gift (Annual Fund gift, Benefit gift, capital gift, payment on a campaign pledge)

2. Ask your bank or broker to deliver the stock to:

  • Depository Trust Company, DTC # 902, JPMorgan Chase
  • Credit: Account # P56059, for further credit to The Brearley School Gift Account #440239450
  • Attention: Patricia Bickel, T: 727-299-4039, F: 727-299-8714, PBickel@frk.com

If you wish to give appreciated securities in physical form, please call the Development Office for instructions.

The Brearley School Development Office
T: 212-570-8617
F: 212-570-8630
E-mail sstearns@brearley.org