Gifting Securities to CBA
Christian Brothers Academy works in partnership with AXA Advisors, LLC, 225 Old Loudon Rd, Latham, N.Y. 12110 to manage gifts of securities. To transfer gifts of securities to Christian Brothers Academy, please use the following procedure:
- Contact: Mark J. Hulbert, ChFC at (518) 785-8661
- Deliver to: DTC #0075
- Account: #4798-3304
- Account name: Christian Brothers Academy
- Contact Colleen Ward at CBA at (518) 452-9809 ext. 113 or firstname.lastname@example.org when you have completed the transaction, and arrangements will be made with AXA Advisors, LLC to transfer the gift amount to CBA.