Stock Transfer Giving Option

One way to give to The Episcopal Fund is through a stock transfer. To arrange for the transfer of appreciated stock contact ESJ’s UBS account managers, Franklin Beard ([email protected]) or Buck Williams ([email protected]), to notify them of the pending transfer.

Your financial manager should provide your name, the description of the security, number of shares and the designation of your gift to The Episcopal Fund. Your financial manager will need the following details: UBS Financial Services, DTC #0221, for the benefit of Episcopal School of Jacksonville, account number V5 71786. Please contact Lisa Allen at [email protected] with questions.