Making a Gift of Stock

Thank you for considering a gift of stock to College Access Partnership, Inc. Let us explain how to transfer securities quickly and effectively.

Direct Transmittal from your Broker
For DTC eligible securities, please instruct your broker in writing to transfer securities to the following account.
Before the transaction is submitted, please send an email to collegeaccesspartnership@gmail.com and copy csmith@bluezoneadvisory.com notifying us of the gift so that we can properly identify and credit the donor when the stock transfer takes place.

Gifts of stock may be transferred into the following College Access Partnership, Inc. account:
TD Ameritrade/DTC #0188
Account #: 945049592
Account Name: College Access Partnership, Inc.
Attn: Lisa Kurstin


For more information about making a gift, contact Sue Slotnick at SueSlotnick3@gmail.com.