GIFT A STOCK

How to Gift Securities/Stock to St. John’s of Lattingtown

Please contact:
Joanne Campbell Schiefer
Wells Fargo Advisors, LLC
(516) 663-4137

• If your securities are being held by a bank or brokerage firm she will
  provide transfer instructions.
  If your securities are held by you in certificate form, she will mail you a kit to complete the process.

For more information, please contact Mary Syracuse- mary@stjlat.org