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Stock Transfers

With deepest appreciation for your generosity, we offer you the protocol for transferring securities gifted to Saint Joseph’s Catholic School. Please read through all the directions before submitting the Statement of Authority.

  1. Please complete and sign the “Statement of Authority to Deliver” form below.
  2. Next, please send this form to the following people:
    • Your broker
    • Saint Joseph’s Catholic School Broker (Raymond James) - Contact info below
    • Saint 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:

Saint Joseph’s Broker:
Brent Whitlock
Raymond James Financial Services
6 Davis Keats Drive Greenville, SC 29607
brent.whitlock@raymondjames.com
864-234-6580 (p)
864-234-6588 (f)
DTC# 0725
 
Saint Joseph’s Account: 82175126
 

Should you have any questions, please feel free to contact the Saint 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!

Stock Transfer Authority to Deliver Form

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Kevin Meyer

Director of Development

Andrea Gray

Director of Communications