Electronic Transfer

Gifts of stock can be made with your broker’s assistance by electronic transfer.

  1. Request that your stock broker transfer the stated number of shares electronically to Our Lady of the Assumption’s account.

OLA’s account:

Raymond James & Associates
Our Lady of the Assumption Church
DTC #0725
FBO: Acct # 15068051
Please contact Jim Schweizer in the Finance Office at Our Lady of the Assumption, 404-261-7181 x130 or jschweizer@olachurch.org to confirm your gift and assure that you receive proper credit.  When calling or e-mailing, please include the name of the stock, the number of shares, the date of the donation, and the purpose of the gift.

 

Manual Transfer

Stock certificates physically held in your possession can be gifted to Our Lady of the Assumption.

 

For stock certificates with the donor’s name:

  1. The donor must send a signed stock power with a medallion guaranteed signature (may be obtained from your bank or broker).  Mail the unendorsed certificate(s) and stock power in separate envelopes to the parish at the parish address below, ATTN: FINANCE.

OR

The donor must endorse the certificate(s) over to Our Lady of the Assumption (you can use the form on the back of the certificate) but they must have a medallion guaranteed signature on the certificate(s).  Mail the certificate(s) registered mail to the parish address below, ATTN: FINANCE

  1. Include with either of the above a dated, notarized letter indicating that the shares are a gift to Our Lady of the Assumption Church.  All holders of record on the front of the certificate(s) must sign the letter.  Also indicate in the letter the purpose of the gift.

If you have any questions or need special instructions, please contact either:

Jim Schweizer
Our Lady of the Assumption Church
1350 Hearst Drive, NE
Brookhaven, GA  30319
404-261-7181, x130
jschweizer@olachurch.org

or

Raymond James & Associates
770-952-1345