Instructions for Donating Securities to
The Benedictine Foundation

Benedictine Account Information and Securities Transfer Information are listed below. When transferring stock gifts to Citibank, please contact Benedictine with the following information (please note: without this information, our ability to accurately record and acknowledge gifts in a timely manner is greatly delayed):

  1. the fund in which the money should be deposited – i.e., ANNUAL FUND or CAMPAIGN, etc.; and
  2. the donor’s name and address (for proper acknowledgement).

If you have any additional questions, please contact:

Barry G. Smale, Director
Benedictine Foundation
410-634-2292, ext. 1123; 443-822-3556 cell
410-634-1855 fax
barrys@benschool.org
Deborah L. Pedraza, Associate Director
Benedictine Foundation
410-634-2292, ext. 1260
410-634-1855 fax
debi.pedraza@benschool.org

Benedictine Foundation Account Information

Benedictine Foundation Brokerage: The Scherer Group at Graystone Consulting
Broker: Dean J. Eisen, Family Wealth Director
Morgan Stanley Smith Barney LLC
Suite 420
12505 Park Potomac Avenue
Potomac, MD 20854
Phone: 301-279-6405, Toll Free: 866-288-9632, Fax 301-279-6444

Account Name: Benedictine School for Exceptional Children Foundation
Account #: 1791740218963
Federal Tax ID#: 52-147-9494

Securities Transfer Information

DTC/OCC Eligible Securities:
#0418

Physical (Non-DTC Eligible) Securities:


 mail to: The Scherer Group
Morgan Stanley Smith Barney LLC
Suite 420
12505 Park Potomac Avenue
Potomac, MD 20854
Book Entry GNMA Securities:

Contact: The Scherer Group
301-279-6405, Toll Free: 866-288-9632,
Fax 301-279-6444
Fed-Eligible Securities (Treasuries):


 Contact: The Scherer Group
301-279-6405, Toll Free: 866-288-9632,
Fax 301-279-6444
Foreign (Non-DTC Eligible) Securities:



Contact: The Scherer Group
301-279-6405, Toll Free: 866-288-9632,
Fax 301-279-6444

The Scherer Group is able to accept bonds, treasuries, and  most foreign securities.
Please contact The Scherer Group for delivery instructions.