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 St James' Advancement Office 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 the St. James' Advancement Office with 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 will receive an income tax deduction based on the full market value of the stock on the day St. James' receives it.
You should check with your tax advisor for specific information about tax benefits.
Contact the Advancement Office
The office is open weekdays from 8:30 a.m. until 4:30 p.m.
Phone: (213) 233-0133 ext. 312
Financial Institution Account Executive
D A Davidson & Co
624 South Grand Ave., Ste. 2600, Los Angeles, CA 90017
Phone: (213) 244-9253
Fax: (213) 244-9388
DTC clearing number: 0361
FBO St. James School
Account number: 7104-2883