gift of stock

Making a gift of stock to St. James’ School is easy to do, and it can provide significant tax advantages for many donors.  Check with your tax advisor for specifics.

To Transfer Stock to St. James’ Broker:

Please notify St James’ Advancement Office of your intent to donate stock.  The staff will work with the stock broker to ensure the transaction proceeds smoothly and in a timely manner.
Provide your broker with a letter of instruction indicating your intent to make a charitable gift. Please contact your broker on specific requirements they may have for this kind of letter.
Please provide St. James’ Advancement Office with a copy of the letter so we may match the gift with the donor and properly acknowledge your gift in a timely manner.

St. James’ School Stock Policy  
It is the policy of the Board of Trustees of St. James’ School to sell securities immediately upon receipt.

Contact the Advancement Office
Phone: (213) 233-0133 ext. 306 from 8 a.m. to 4 p.m. Monday through Friday.
Email: advancement@sjsla.org

Financial Institution Account Executive Address
Crowell, Weedon & Co.
Ken Robbins, Barbara Rosove
624 South Grand Ave., Ste. 2600, Los Angeles, CA 90017
(213) 620-1850