BY ELECTRONIC TRANSFER
- To ensure we track the transfer properly and credit your record for this gift, please inform Lia Locey at 585-256-6110. 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
500 Linden Oaks, Ste. 2010
Rochester, NY 14625
Phone: (585) 473-3333
Email: tjs@cobblestonecap.com
- McQuaid Jesuit’s account information is:
- Fidelity Account Number: 645-312633
- 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 645-312633
- 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:
- Lia Locey at 585-256-6110
