Gifts of Appreciated Securities or Stock
Contact Colleen Kelly Howard, Director of Institutional Advancement, by email ckellyhoward@norfon.org or phone 215-247-3811 x208 with the following stock gift information for company record:
Name of donor
Name of stock
Number of shares
Name of brokerage firm delivering the stock
Provide your brokerage firm with the following stock delivery instructions for our account at
Schwab:
All deliveries MUST include client name and Schwab account number.
Account Name: Norwood-Fontbonne Academy
Schwab Account Number: 2926-1873
Delivery to DTC Clearing 0164, Code 40
Ask your brokerage firm to contact the following with notice of the stock gift being delivered:
Jackie Lowe
LCP Institutional
Tel: 404-410-7426
Email: jackie@lcpinstitutional.com