Giving to SPX
  Giving Partners
Home
Student Organizations
Parent Organizations
Giving to SPX
Faculty and Staff
Library
Bookstore Online
Campus Ministry
Business Office
Search:
  
 

how to make your Gift with stock or other securities.

Donating Stock


A. If the stock is in a brokerage or trust account:

1. Contact your broker and indicate the number of shares you are donating to St. Pius X.

2. Ask your broker to transfer the securities to the St. Pius X account:
UBS Financial Services Inc.
DTC #221
For Credit: Account #AT22499144
Name of: St. Pius X Catholic High School
(UBS will liquidate the securities and send the proceeds to St. Pius.)

3. Please inform the St. Pius X Development Office of the following information:
a. Name of the stock and the number of shares.
b. Your name, address, and telephone number.
c. The purpose of the gift, i.e., the campaign to which the gift is earmarked.
d. The date of the gift.
(This is so we can be aware of the donation, have a copy for our records, and anticipate the arrival of the funds.) You may mail, fax, or email the information to:

Development Office
St. Pius X Catholic High School
2674 Johnson Rd., NE
Atlanta, GA. 30345
404-320-0308 (fax)
development@spx.org


B. If the gift is in the form of a stock certificate registered in your name:

Send the stock certificate(s) plus a signed Stock Power (available from UBS or any brokerage house) under a separate cover to:

UBS Financial Services Inc.
3060 Peachtree Road NW
One Buckhead Plaza, Suite 1200
Atlanta, GA 30305
Attn: Steve Maloof
Phone: 404-848-8577

The donor’s signature must either be notarized or guaranteed by a bank officer or stock broker. Mailing the Stock Power and the certificate under separate cover ensures that the stock can only be transferred with both documents.

If you have any questions, you may call Steve Siler, St. Pius X Director of Development at 404-633-4290, or our broker, Steve Maloof at UBS, 404-848-8577