Charitable gifts of stock and securities can help with financial, tax and estate planning.
If you would like to make a donation of stock to Saint John's Catholic Prep (tax ID#52-0954961), please note the following:
- Contact Lori Martin, Director of Development at (301) 662-4210 to notify us of your intention. We will watch for your gift and ensure that it is directed per your wishes.
- Instruct your broker to contact Kate Costlow at (301) 631-7135.
- Provide your broker with the following information:
Brokerage House: Morgan Stanley Wealth Management
Financial Advisor: Michael Larkin, CFP
Address: 30 W. Patrick St, 7th Floor, Frederick, MD 21701
Telephone Number: (301) 663-8833 or (301) 696-8259
Fax: (240) 252-6249
Email: michael.larkin@morganstanley.com
or
Kate Costlow (301) 631-7135
Account Number: 495-017865
DTC Routing Number: 0015