Support Trinity

Making a Stock Gift

Make a Gift of Stock

To make a stock gift, you will need to provide your stock broker with the following account information for transferring securities:

Wells Fargo Advisors, LLC
DTC# 0141
A/C Name: Trinity Fund-Trinity School
A/C# 5600-6284
Trinity School tax ID # 13-5563003

Per IRS regulations, gifts of stock are recognized on the day of transfer into Trinity’s account and valued at the average of the high and low share price on the date of transfer. It is Trinity’s policy to sell securities upon receipt.

In addition to providing to providing Trinity's information to your broker please fill out the form below to ensure that your gift is properly credited.

Donor Information
Gift Information
Broker Information
If you have any questions please e-mail at or call (212) 932-6860

Contact Us

List of 2 items.

  • Anthony Fiumara

    Registered Senior Client Associate
    Wells Fargo Advisors, LLC
    280 Park Ave., 29th Floor W
    New York, NY 10017
    MAC H3622-010
    Tel 212-916-0443
    Fax 212-916-0489
  • Edward Collins

    First Vice President – Investments
    Senior PIM Portfolio Manager
    Wells Fargo Advisors, LLC
    280 Park Ave., 29th Floor W
    New York, NY 10017
    Tel 212-338-4234
Located on the Upper West Side of New York City, Trinity School is a college preparatory, coeducational independent school for grades K-12. Since 1709, Trinity has provided a world-class education to its students with rigorous academics and outstanding programs in athletics, the arts, peer leadership, and global travel.