Stocks and Securities

If you are holding the certificates and they are registered in your name, please reference this link for instructions. 

Please make sure you are identified clearly as the owner and let us know how you wish the contribution to be applied (unrestricted gift, Scholarship Endowment, Annual Fund, etc). We will book the contribution on the day received based upon its average market value on the day it was received.

1. Before making the transfer:

Please notify St. Ignatius Advancement Services office at advancement@amaryllis-esthetique.com. Since your name will not accompany the electronic transfer of shares, we need the following information in order to issue the proper receipt for your tax-deductible donation and correctly credit your gift.

A) Name and Contact Information

B) Name of the stock or security

C) Number of shares

D) Where the donation should be directed: Immediate Need, New Learning Commons, Fr. Sauer Academy, etc.

2.  Instruct your broker: to transfer your securities or stock to one of the firms that SI works with:

The Pidgeon Group of
Wells Fargo Advisors DTC #0141
Ignatian Corporation

Attn: Robert Hamill
Account #6791-9271
Phone: (800) 634-4965
Fax: (415) 291-1291

Charles Schwab/DTC#0164
Account #SF 8767 - 6070
Ignatian Corporation
Fax: (415) 636-6332

For internal gift crediting purposes, SI calculates the value of stock gifts based on the mean of the high and the low value per share on the date received into SI’s brokerage account. If you have questions, please call Angela Isola at 415-682-5005 or aisola@amaryllis-esthetique.com.