With deepest appreciation for your generosity, we offer you the protocol for transferring securities gifted to St. Joseph’s Catholic School. Please read through all the directions before submitting the Statement of Authority.
First, please complete and sign the “Statement of Authority to Deliver” form below.
Next, please fax this form to the following people: your broker, the St. Joseph’s Catholic School Broker (Raymond James) and to the St. Joseph’s Catholic School Development Office at (864) 234- 5516.
For your assistance, our Raymond James Financial Services account information and Raymond James’ DTC number are as follows:
St. Joseph’s Broker:
Mickey Whitlock, Raymond James Financial Services
6 Davis Keats Drive Greenville, SC 29607
(864) 234-6580 (phone)
(864) 234-6588 (fax)
St. Joseph’s Account: 82175126
Should you have any questions, please feel free to contact the St. Joseph’s Catholic School Development Office at (864) 234-9009, ext. 107, and we will be happy to assist you further.
Thank you for your generosity!