Stock transfers
As December 31 approaches, consider completing your pledge or making a gift with appreciated stock.
The steps to do this are easy:
Send an email to Saint Philip’s treasurer, Herb Burton, at herbio@me.com, and Mtr Mary at mary.trainor@stphilipstucson.com. Include details such as the name of the stock, the number of shares, and the approximate value.
Instruct the transfer to be made to Saint Philip’s account at Charles Schwab.
DTC Clearing #0164
Account #46006403
Account name: Saint Philip's In The Hills
If asked for a name for the transfer, add:
Herb Burton, Treasurer, St. Philip’s in the Hills Episcopal Church
If you made a stock gift at any time earlier this year and didn’t notify Herb or Mtr Mary, please send them an email. This will help them match the appropriate donor to the stock transfer.
Many thanks for your generosity and cooperation!