Thank you for thinking of supporting Episcopal through a gift of stock. If you are interested in making a gift through appreciated stock, the instructions are shared below or you may contact Lisa Allen at allenl@esj.org. Please reach out to Lisa Allen once the request has been submitted so she can be looking for your gift.  

______

Contact Episcopal’s UBS account manager, Franklin Beard franklin.beard@ubs.com, to notify him of the pending transfer.

The financial manager should provide your name, the description of the security, number of shares and the designation of your gift. 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.

We invite you to make your gift online today.