Giving Stock


Giving Stock

Donating appreciated securities is a wonderful and potentially tax saving way to make a charitable gift to St. Bart’s.

The donor’s broker should transfer the shares to the Church’s account at Wells Fargo Advisors (Wells Fargo Clearing Services, LLC), indicating DTC #0141 and Account #7000-2122. Our contact at Wells Fargo Advisors is Financial Advisor John Giokaris, (800) 223-3843.

IMPORTANT: Please notify the Treasurer, (858) 432-7119, of your intent to make a gift of stock if you have questions. This important step enables us to provide timely processing and to properly acknowledgment of your donation.

Thank you for your generosity!