Directions for gifts of publicly traded shares of stock to John Carroll University, a 501(c)(3) non-profit organization:

1)    Please notify John Carroll University by contacting:

Debbie Petraska, Gift and Pledge Processing Associate
Email: dpetraska@jcu.edu
Phone: 216.397.4338

2)    Provide:

  • Your name
  • Stock name
  • Number of shares
  • Date they will be electronically transferred
  • Where to direct your philanthropic gift (Carroll Fund, Blue/Gold, towards a pledge, etc.)

3)    Contact your broker with the following information:

  • John Carroll’s brokerage is:

Morgan Stanley Smith Barney
200 Public Sq #2600
Cleveland, OH 44114

  • Contact T. J. Johnson or Linda Steiner (assistant) at:

216.523.3125 (office)
888.224.9599 (toll free)
216.523.3046 (fax)
Or email linda.steiner@mssb.com

  • JCU’s DTC #: 0015
  • JCU’s FFC#: 305-108150-553

Fedbook Entries for Govt & MBS Securities

  • ABA 021000018
  • BK of NYC/MSACAT
  • FFC 305-108150-553 – John Carroll University

Thank you for helping inspire minds and transform lives through your investment in John Carroll University.