Stock Transfer Instructions

Share

Electronic delivery of shares of stock is the most secure and efficient delivery process available. Of course, you may also transfer stock certificates directly. To help facilitate a gift of stock, please note the following instructions.

Notification of Donor Intent

Electronic stock transfers are not accompanied by donor information. Thus, the campaign will not know who the donor is unless notification is provided by the donor or broker. Whatever method chosen to send stock, you must provide the following information:

  • Donor's name and complete address
  • Name and number of securities transferred
  • Date of transfer request

This not only helps for follow-up purposes, but enables us to thank you for your generosity. You may provide this information via letter, e-mail or fax to:

The Paulist Fathers
3015 Fourth St. NE
Washington, DC 20017
 
Fax: 202.269.2507
E-mail: jthomassuggs@paulistdeelopment.org


Securities Delivered Electronically

The following information will help your broker facilitate an electronic transfer of securities:

  • Paulist Fathers’ Stock Broker: Stifel Nicolaus & Company
  • Contact Person: Rich Reidy, CFP Phone: (800) 223-9065 4 West Red Oak Lane, Suite 101 White Plains, NY 10604
  • DTC Number: 0793
  • Account Name: The Missionary Society of St. Paul the Apostle (Tax ID# 13-1624092)
  • Account Number: 3763-6334

Securities Delivered by Mail

Mail your unsigned certificate(s) and signed stock power, in separate envelopes, via registered mail, to:

Jackie Thomas-Suggs, Executive Director
The Paulist Fathers
3015 Fourth St. NE
Washington, DC 20017

Questions?

Please call Jackie Thomas-Suggs at 1-800-472-8547. Thank you for your ongoing support of the Paulist Fathers.