Gifts of Stock

December 2016

Dear Parishioners,

If you are planning to give stock to Saint Stephen's this year, please note that it must be transferred to our brokerage account on or before Friday, December 30, 2016. After that date, it will be a 2017 contribution.  Also, be sure to notify us of your transfer (see below).

We recommend one of the following firms for your stock gifts to the church. Directly below are instructions for transferring stock to a Saint Stephen’s brokerage account.  

Charles Schwab, phone number 800-435-4000

Transfer to Saint Stephen’s Episcopal Church, Account No. 3169-4330

At Charles Schwab, DCT # 0164 

Stifel - Nicolaus, phone number 205-414-3368, Regan Rowe or John Rucker

Transfer to Saint Stephen’s Episcopal Church, Account No. 8975-3232

At Stifel, DCT # 793  

After the transfer, please immediately contact me, Janet Palmer, Financial Manager at Saint Stephen’s, Phone no. 205-967-8786, x103 or by email at with the information about your transfer and its intention (pledge, prepaid pledge, capital campaign, etc).

Thank you very much for your continued support of Saint Stephen’s and its ministries.

Janet Palmer
Financial Manager