Stock Transfer Procedures

BY ELECTRONIC TRANSFER

  • To ensure we track the transfer properly and credit your record for this gift, please inform Ms. Pamela White, P’18 in the McQuaid Jesuit Advancement Office. You may email or call her at (585) 256-6183. Please include your name, the name of the stock, and date of the transfer, the number of shares, and the approximate value of the gift. Also, please include the fund to which this gift should be credited (e.g. The Annual Fund, Scholarship Endowment, Financial Aid, etc.)
  • Instruct your broker to contact McQuaid Jesuit’s broker to execute the transfer:

Mr. Timothy Shanahan
Cobblestone Capital Advisors
140 Allens Creek Road
Rochester, NY 14618

Phone: (585) 473-3333
Email: tjs@cobblestonecap.com

  • McQuaid Jesuit’s account information is:
    • Fidelity Account Number: 676-718191
  • Wire Instructions:
    • Wire to J.P. Morgan Chase Bank, NY, One Chase Manhattan Plaza, New York, NY 10005
    • ABA#: 021000021
    • For Credit to: National Financial Services, LLC
    • Account Number: 066196-221
    • FBO: McQuaid Jesuit
    • For further credit to Account Number 676-718191
  • Tax exempt number: 16-0781584
  • DTC number: 0226

Gifts of Cash

Incoming Wire to our customer from a Domestic Bank:

Beneficiary Bank: The Canandaigua National Bank & Trust Co. 72 South Main St., Canandaigua, N.Y. 14424

CNB Routing/ABA#: 022303659

Beneficiary Account Number: 1106274350

Beneficiary Account Name: McQuaid Jesuit High School

Beneficiary Account Address: 1800 Clinton Ave S Rochester NY 14618

Additional Information for Beneficiary:___________________

Incoming wires are posted as received. Due to varying processing times at other institutions, please allow 1 to 7 business days for receipt of the funds. If you have additional questions regarding our wiring instructions, please contact Canandaigua National Bank’s Wire Transfer Department at (585)393-6140, or e-mail wires@cnbank.com.

QUESTIONS? CONTACT: