
2019-2020 Episcopal Fund Giving Option β Stock Transfer
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 ESJβs UBS account managers, Franklin Beard (franklin.beard@ubs.com) or Buck Williams (buck.williams@ubs.com), 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 allenl@esj.org if you have any questions.