DTC-ELIGIBLE SECURITY OR ACAT-ELIGIBLE* MUTUAL FUND TRANSFER
(Securities you own with an advisor or at a brokerage company, such as stocks, bonds, mutual funds, or other ETFs.)
Instruct your financial advisor to deliver to:
Institution: Charles Schwab & Co. at The Depository Trust Company
DTC: 0164
Account Name: Catholic Community Foundation of MN
For Credit to Account Number: 4863-9694
*ACAT-eligible mutual fund shares are generally held in a brokerage account and not directly by the mutual fund company.
For Non-ACAT-Eligible Mutual Fund transfers (securities you own directly at a fund family or with a transfer agent), please instruct your financial advisor to contact CCF at 651-389-0300.
Questions
For more information about Security Gift Transfers, please contact Lisa Haemmerle, Manager of Donor Operations and Intercultural Initiatives, at haemmerlel@ccf-mn.org or call 651-389-0876.