College Access Partnership
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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.

College Access Partnership® is a nonprofit, 501(c)3 corporation and is Registered in U.S. Patent and Trademark Office. ​

Tax ID # 82-3657800
Member of the National Association of College Admissions Counselors (NACAC) and the Western Association of College Admissions Counselors (WACAC)
College Access Partnership®
2100 Montrose Ave.
#1038
Montrose, CA 91020
(818) 422-6756


© COPYRIGHT 2018. ALL RIGHTS RESERVED.
  • Home
  • About
    • Our Team
    • Services
    • Advisory Board
    • Testimonials
    • Workshops We Offer
  • Give
  • Contact
  • Apply
  • Helpful Links
  • Blog