The stock being donated must have been held by the donor for at least one year and must have appreciated in value. Before transferring stock, please call Anthony Chimera, Director of Development, at 630-323-3725 ext. 211 for details.

Transfers from a Bank or Broker

If your bank or broker holds your securities, we recommend an electronic transfer in two steps via the Depository Trust Company (DTC) system.

1. Brokerage Firm:  LPL Financial
   Account Name:  Christian Brothers of Midwest – A Corporation 
   DTC Number:  0075
   Account Number:  2624 – 8046 
   Federal Tax I.D. Number:  36-4027959
   Account representative is Paul Vanecek: (630) 725-5257
   LPL Customer Service Desk: 1-800-877-7201
    
2. E-mail transfer details to achimera@cbmidwest.org, alerting Christian Brothers of the Midwest to expect your gift. Failure to do so may cause a delay in recognizing you as the donor. Please include the following information in your e-mail:
   
   Name and address
   Name and ticker symbol of the security
   Number of shares
   The purpose of the gift

This communication is important in the gift receipting process, as donor information does not always transmit through the DTC wiring system.