Donating Securities/Stock

 

How to make a gift of stock or other marketable securities.

The Cathedral is grateful to receive all types of gifts of marketable securities.  To arrange such a gift, please follow these two steps:

 

1.  Alert the Director of Development of the pending gift:

Canon Christopher Harris can be reached at 619-298-7261 x334 or by a email at harrisc@stpaulcathedral.org   Canon Harris will need to know the following information to help us identify and credit your gift when it arrives:

  • the donor's name
  • the brokerage name
  • name or type of the stock to be transferred
  • approximate number of shares
  • approximate date of the expected transfer 

 

2. Give your broker the Cathedral's brokerage information.

With this information, your broker should be able to complete an electronic transfer of the securities to the Cathedral.

 

UBS Financial Services
DTC# 0221
Account # DG-40849-49
Fbo St. Paul's Cathedral

 

The Cathedral's account representative is:

 

Dustin Tracy
UBS Financial Services
600 West Broadway, Ste 2000
San Diego, CA 92101
Phone: 619-557-4867
dustin.tracy@ubs.com 

 

The Cathedral’s Federal Tax Identification Number (TIN) is 95 171 6810

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