Stock Transfer Instructions
Gifts of stock may be made to the Catholic Schools Foundation, Inc./Inner-City Scholarship Fund. The Catholic Schools Foundation, Inc. maintains a brokerage account with SmithBarney Citigroup Global Markets Inc. for the purpose of processing such transfers

To make a gift of stock to the Catholic Schools Foundation, Inc./Inner-City Scholarship Fund, please be sure to complete Part I and Part II of the form, which is linked below.

To ensure proper crediting of your gift, please notify Andrea Ning at 617-778-5981 x210, or e-mail aning@csfboston.org.

If the stock is held by a broker, please provide the completed Part I to your broker. Your broker will inform you of the requirements to execute the transfer of stock to the Catholic Schools Foundation account.

If the stock is held by you in certificate form, and registered in your names(s), please contact Andrea Ning for receiving instructions. She can be reached at 617- 778-5981 (x210) or via e-mail.

Stock Transfer Form

Please note that instructions are included in the form, which is in Adobe PDF format. (If you do not have the free Adobe® Acrobat Reader™, you can download it here)