Trinity Episcopal School

An independent K-8 Episcopal day school five miles from the heart of Austin

Stock Transfer Instructions


To insure that you receive proper credit and prompt acknowledgement of your gift, please contact Trinity to give the specifics of your stock transfer.  To apprise Trinity of a stock transfer, please call – or have your broker or advisor call – Melody Harman at (512) 904-2903, or fax the information to (512) 472-2337.  

To transfer stock to Trinity, you or your broker may contact:

Mike Taylor, CFP, First Vice President  - Investments
Morgan Stanley
301 Congress Ave., Suite 1400
Austin, Texas  78701
Phone:  (512) 469-3420 or
(800) 359-8250
Fax:  (512) 628-6714  

Mike's portfolio associate is Pam Lafferty, who can be reached at (512) 469-3432. Mike can also be reached on his cell @ 512-924-5161 should an urgent matter arise.  

Trinity's account is styled as follows:
Morgan Stanley # 042-042949
Austin Trinity School, Inc.
3901 Bee Cave Road
Austin, Texas  78746

Shares clear through Morgan Stanley Smith Barney LLC, DTC 0015.


Welcome from our Head of School

"A Trinity education is best characterized by a love of learning both inside the classroom and out." - Marie Kidd, Head of School

 

Contact Us

Find everything you need to stay in touch.

Request Info

Learn about important dates and school news, and get a copy of our Viewbook.

How to Apply

Find everything you need to know about the Trinity application process, including which forms to fill out, test dates, and more.

Learning at Trinity

Children are natural discoverers. See how we engage their "Why?" and "How?" 

Trinity Tales Blog

Robotics labs to poetry cafes...experience the wonder of the Trinity classroom from the outside looking in.

Arts

We believe the study of visual and performing arts is vital to a well-rounded education.

Athletics

Go Tornado! Through Trinity sports, students represent their school with pride and develop a deepened sense of school spirit.

Why Give?

Trinity was created in the truest spirit of philanthropy. Find out how you can touch the lives of children now and far into the future.

Make a Gift

Every gift is important and appreciated, no matter the size.

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