Shared or Mutual Funds

Electronic Transfers of Shares of Publicly Traded Stock and Mutual Funds to the Stockton University Foundation

Shares of publicly traded companies and mutual funds may be transferred electronically to the Stockton University Foundation by using the Foundation’s account at Charles Schwab & Company.

Please instruct your broker to contact Daniel Nugent regarding the pending transfer, and to share with us your name, the number of shares, the name of the corporation or mutual fund, and the anticipated date of transfer.

You will need to provide your broker with the DTC (Deposit Trust Company) number, and the Foundation’s account number.

At Charles Schwab & Company, the DTC Number is 0164, and the Stockton University Foundation Account Number is 9669-4237. Our account representative is Jonathan M. Heckscher.

Mr. Jonathan M. Heckscher Pennsylvania Trust 610-977-0267

Please call or email Daniel Nugent (daniel.nugent@stockton.edu) at Stockton (609-626-3546) with questions regarding electronic transfers of securities. Thank you for your gift!