Giving

Stock & Mutual Fund Gifts

Gifts of appreciated securities provide an opportunity to benefit Kent Place with tax advantages for you. Please contact Coral Butler Brooks in the Advancement Office, at (908) 273-0900, ext. 213, or brooksc@kentplace.org, to let us know of your gift intention to ensure that your gift is transferred and properly credited.
STOCK TRANSFER INSTRUCTIONS
DTC Participant #: 2139
Agent Bank #: 12286
Institutional ID #: 12286
Account Name: Kent Place School Gift
Account #: 5687-02-4/3

MUTUAL FUND TRANSFER INSTRUCTIONS
Contact: Marie Knuttel at Glenmede for mutual fund delivery instructions at (215) 419-6088 or gtctransfers@glenmede.com.

Glenmede Contact: 
Jamie DeAngelis
1650 Market Street, Suite 1200
Philadelphia, PA 19103

Email: jamie.deangelis@glenmede.com
Direct: (215) 419-6160
Fax: (267) 675-5632

When making a gift of stock or mutual funds, an email should be sent by either the donor or their financial advisor to brooksc@kentplace.org with the details of the transfer:
  1. Donor
  2. Name of Security
  3. Number of Units/Shares
  4. Date of Transfer
  5. Donor's Contact Information
Back
Kent Place School is an all-girls K through 12 independent college preparatory day school with a coeducational Preschool, located in Summit, NJ.