St. Timothy’s is grateful to receive your gift of securities or stock as a donation or even as a pledge payment. To donate securities, your broker will transfer the stock electronically to St. Timothy’s account with Charles Schwab.
Please contact the Treasurer at firstname.lastname@example.org to alert us of your pending gift and to obtain the account number your broker will need. We will need the following information to identify and credit your gift when it arrives:
- Name of donor
- Brokerage name
- Name or type of stock to be transferred
- Approximate number of shares
- Approximate date of the expected transfer
Thank you very much for your generosity.