Delivery Instructions for Gifts of Securities

Securities may be delivered in one of several ways. Following are instructions for each.


Electronic Transfer of Securities Held in a Brokerage Account 

Securities Firm:	UBS Financial Services Inc.
Attention:	Richard Mettman
	8044 Montgomery Road
	Cincinnati, Ohio 45236
	Phone: (513) 792-2451
	Or (800) 543-2884
DTC Number:	0221
Account Number:	WL 40892
Account Name:	McAuley High School

Transfer of Securities Held at UBS Financial Services Inc.

Request a gift letter from your financial consultant to authorize the transfer from your account to McAuley High School's account #WL 40892.


Please notify the office of Richard Mettman when you transfer securities to this account so that McAuley will be informed of the gift and acknowledgement can be made. It is also helpful to instruct your financial institution to list the donor(s) on the delivery instructions.


Phvsical Form

Please contact the office of Richard Mettman at (513) 792-2451 in order to obtain a Stock or Bond Power and Authorization Form to transfer your gift to McAuley.


If you have questions about gifts of securities to the school, please call Cheryl Sucher at 681-1800 extension 1131. Thank you.