Gifts of Stock and IRA Rollover

Many parishioners have found that there are certain tax advantages to making a stock gift to St. James’s. If you wish to make a stock gift, St. James’s has accounts at the following brokerage organizations, and you may use any one of them to complete your stock transfer. Click here for step-by-step instructions on how to gift stock.

Wells Fargo

Ron Cain, Managing Director-Investments
DTC # – 0141
Contact – Ron Cain, Mandi Quicke
Wells Fargo Advisors, Member SIPC
1021 East Cary Street, 22nd Floor
Richmond, VA 23219
804-782-3255 / 804-782-3533 / 877-651-7077/ FAX 804-782-3540

Davenport & Company

DTC # – 0715
Contact – Otto Williams, Mary Claire Motley
One James Center
901 East Cary Street, Suite 1100
Richmond, VA 23219-4037
804-780-2000 / 800-846-6666

Scott and Stringfellow

DTC # -0702
Contact – John Molster, Cheryl Franz
Riverfront Plaza – West Tower
901 East Byrd Street
Richmond, VA 23219
804-643-1811 / 800-552-7757

If you make a transfer between brokerage firms, the donor’s name may be omitted from the transfer information because of the privacy act. As a result, the receiving brokerage company may not be able to determine the donor’s name.  Therefore, if you make a stock gift, please notify St. James’s Director of Stewardship and Development  (804.355.1779 ext. 335) or Financial Coordinator Poconna Thiel (804.355.1779 ext. 311) that you are making a transfer.