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, immediately contact Janet Palmer, Financial Manager at Saint Stephen’s, by phone (205-967-8786, x103) or by email at email@example.com with the information about your transfer and its intention (pledge, prepaid pledge, capital campaign, etc).
Stock transferred after December 29, 2017, will be a 2018 contribution.
Thank you very much for your continued support of Saint Stephen’s and its ministries.