How to make a securities transfer

  1. Please notify Director of Development, Joe Geiger of your securities transfer. Your personal notification will allow us to identify and promptly acknowledge your gift. Without you notifying us, we will have no way of linking you to the securities transfer. 
  2. To transfer your shares held with your broker directly to the St. Lawrence Catholic Church and Newman Center brokerage account, provide your broker/advisor with the following information:

DTC Number: 0725
Account Number: 843CV734
Broker/Dealer: Raymond James

EIN (Tax ID) Number Newman Center: 41-0711591

If possible, please ask your broker to include your name on the transaction so that we can link you to the transfer and supply the appropriate tax documents.