How do I give publicly-traded stock and/or mutual funds?
If the security is currently held in a brokerage account: Simply request that your advisor transfer the security into the brokerage account for Cor Jesu Academy. Your advisor will require that you sign a document authorizing this transfer. Cor Jesu's brokerage account information is:
Cor Jesu Academy
Stifel Account Number 7334-6723
DTC Number 0793
2021 S Lindbergh Blvd
Frontenac, MO 63131
Cor Jesu's Representative at Stifel: Charles A. Galli ~ 314.909.3206
Cor Jesu Academy's Federal Tax ID Number: 43-0766243.
Please email Katie Thiemann
at Cor Jesu Academy that you have made this transfer or give us a call at 314.842.1546 and ask for the Advancement Office or mail us a letter with the details.
If you have the stock certificates yourself:
Simply date and sign where indicated on the back of each certificate. Then, send the certificates to Cor Jesu Academy along with a "Relinquishment Letter" which has your notarized signature.
Download a template Relinquishment Letter
and simply fill in the blanks. Sign it in front of a Notary Public. The Relinquishment Letter should accompany your certificates when they are delivered to Cor Jesu.