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) 382-2315 ext. 8312
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
DTC Clearing Number: 0725
FBO St. James' School
Account number: 843V6058