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Giving Stock

HOW TO MAKE YOUR GIFT WITH STOCK OR OTHER SECURITIES:

Donating Stock  

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 Office of Advancement of the following information by contacting Mary Valles Jones at 404-633-4290 ext. 274:

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:
Office of Advancement
St. Pius X Catholic High School
2674 Johnson Rd., NE
Atlanta, GA. 30345
404-320-0308 (fax)

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.
3455 Peachtree Road, NE
Suite 1700
Atlanta, GA 30326
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 Mary Valles Jones by phone at 404-633-4290 ext. 274, or our broker, Steve Maloof at UBS, 404-848-8577.