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Gifts of Stock

Making a gift of stock to St. James' School is easy to do, and it can provide significant tax advantages for many donors. Check with your tax advisor for specifics.

To Transfer Stock to St. James' Broker

  • Please notify us, using the contact information below, of your intent to donate stock. The staff will work with the stock broker to ensure the transaction proceeds smoothly and in a timely manner.
  • Provide your broker with a letter of instruction indicating your intent to make a charitable gift. Please contact your broker on specific requirements they may have for this kind of letter.
  • Please provide a copy of the letter so we may match the gift with the donor and properly acknowledge your gift in a timely manner.

St. James' Stock Policy

It is the policy of the School Board to sell securities immediately upon receipt.
You should check with your tax advisor for specific information about tax benefits. 

Contact Us

Phone: (213) 382-2315 ext.8306
Email: Daniel L Trevizo, dtrevizo@sjsla.org

Financial Institution Account Executive
Raymond James and Associates
Aaron Werner and Kevin McCarthy
444 South Flower Street, Suite 3870
Los Angeles, CA 90071

Direct Phone: (213) 327-1023
Main: (213) 327-1059
Fax: (213) 327-1030
Email: Aaron.Werner@RaymondJames.com

DTC Clearing Number: 0725
FBO Rector Wardens & Vestrymen of St. James Parish – St. James School
Account number: 843V6058