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.
- Please complete and sign the “Statement of Authority to Deliver” form below.
- Next, please send this form to the following people:
- Your broker
- St. Joseph’s Catholic School Broker (Raymond James) - Contact info below
- St. Joseph’s Catholic School Development Office at 100 St. Joseph's Drive, Greenville, SC 29607 or Kevin Meyer
For your assistance, our Raymond James Financial Services account information and Raymond James’ DTC number are as follows:
6 Davis Keats Drive Greenville, SC 29607
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!