Gift Information and Instructions for Stock Gifts

Give shares of stock or mutual funds from another brokerage account:
To make a gift from your brokerage account to Wesley’s brokerage account, please send the Stock Gift Transfer letter to your broker.

Your broker will then electronically send the requested shares to the Wesley Theological Seminary account at Mason Securities

Gifting Instructions
Firm Name: Pershing LLC
Depository Trust Company (DTC) Number: 0443
Account Number: 4S2-111438
Account Name: Wesley Theological Seminary

Contact: Michelle Pryor or Mary Ellen Schuler-Brand at Mason Securities, Inc at (703) 716-6000.

Please advise Wesley of the gift so that we may know who it came from and the purpose of the gift.   

Further information on stock transfer, IRA distributions, etc. Is at www.wesleyseminary.edu/give.

Here is the information to make an electronic transfer of funds (EFT) or wire transfer to WTS' operating account at our bank:

Bank Name: The Bank of New York
Address: New York, New York
Account Name: Pershing LLC
ABA Number: 021 000 018
Account Number: 890-051238-5

For the benefit of: Wesley Theological Seminary
Account Number: 4S2-111438
Account Name: Wesley Theological Seminary

Delivery Instructions for Checks sent directly to Mason Investment Advisory Services, Inc. for deposit into Wesley’s Account:

Make Checks Payable to: Pershing LLC
Reference Account Number on Memo Line: Account # 4S2-111438

Mail To:
Mason Investment Advisory Services, Inc.
11921 Freedom Drive
Suite 1000
Reston, VA 20190