Transferring publicly traded securities to Loyola Academy is simple.  It is easiest if you contact your broker – inform them of the stock you wish to contribute and give them the account information for Loyola Academy .  They will make the DTC Transfer for you.

It is necessary for Loyola to receive a signed letter from the donor(s) indicating the name of the stock and the number of shares donated to facilitate proper handling and identification of the transaction.   For tax purposes, your gift will be valued on the date that the transfer is received in our Goldman Sachs account. Your consideration of a securities contribution to Loyola Academy is most appreciated!

Our account is with Lauren Goldman at Goldman, Sachs & Co.

Account #: 020-19195-3
DTC#: 0005
Phone #: 800.472.2863
FAX#: 312.655.4950
email: lauren.goldman@gs.com

For your records, our legal name is Loyola Academy and our tax-exempt federal identification number is 36-2367981.