Transfer Stock

A gift of stock is a great way to support our work – whether as your annual pledge, a one-time gift, or a legacy gift. There may also be tax benefits. For more information view our guide below or contact Pam O’Halloran, Director of Operations, at [email protected] or (216) 932-5815.

Brokerage or Trust Accounts

Instruct your stockholder in writing to have the gifted stock transferred to the St. Paul’s Episcopal Church account with the brokerage firm listed below:

Goldman Sachs & Co. LLC (DTC Number #0005)
125 High Street 20th Floor
Boston, MA 02110

St. Paul’s Episcopal Church Tax ID Number: 34-0714744
St. Paul’s Goldman Sachs Account Number: #054304522

When directing your stockbroker to make a gift to the church, you must include the Goldman Sachs DTC number and St. Paul’s account number. If you transfer between brokerage firms, the donor’s name may be omitted from the transfer information because of the Privacy Act. As a result, the receiving brokerage company may be unable to determine the donor’s name. To ensure that your generosity is accurately recorded and promptly acknowledged, please notify St. Paul’s Director of Operations, Pam O’Halloran ([email protected] or 216-932-5815), or Brenda Burton, controller ([email protected]).

You will receive an acknowledgment letter for the gift detailing the number of shares, the transfer date, and the gift's estimated value.

Stock Certificates in Your Name

For Transfer of Actual Certificates by Mail:

• Mail the actual certificate by registered mail, requesting a signature as proof of delivery
• In a separate envelope, also by registered mail, mail a signed stock power of authority to transfer stock ownership to St. Paul’s Episcopal Church. Include a signed, guaranteed gift letter stating the number of shares, the stock issuer, and the date of the gift.