Before you initiate a gift of securities to Maryknoll Sisters, please notify Maryknoll Sisters so that we can ensure the correct transfer method.
To transfer your shares held with your broker directly to the Maryknoll Sisters brokerage account, provide your broker/agent with the following information:
Firm Name: Morgan Stanley
PIC: Ms. Natalie Wieck
Phone Number: +1 203-625-4665
Email: [email protected]
DTC Number: #0015
Account Number: 409015429
Maryknoll Sisters of St. Dominic, Inc.
Please ask your broker to make sure to put your name on the transaction so that it can be identified and connected to your donor record.
If your securities gift is held in a mutual fund or in statement form, please contact our Planned & Major Gifts Department for instructions.
Mutual Funds are handled the same as stocks – there are no special instructions.
For Tax Year 2025, mutual fund transfers must be initiated no later than December 15, 2025. The processing of transfer gifts can take up to 2 weeks to complete.