Stock Transfer Instructions
Instructions for Gifts of Securities
St. Andrew’s maintains a brokerage account with RBC Wealth Management in Damariscotta through which gifts of securities to St. Andrew’s Church may easily be made. The representative there is Leverett Davis, Jr. His phone number is 207-563-6300. He or anyone in his office can answer any questions concerning a gift of securities to St. Andrew’s.
Most stocks (DTC eligible securities) can be transferred to St. Andrew’s by having your broker or financial adviser make a DTC transfer from your account to the account at St. Andrew’s at RBC Wealth Management. The DTC account number for RBC Wealth Management is #0235. The account number at RBC for St. Andrew’s is #30013496.
In the case of a gift of other securities, including non-DTC eligible stocks, please have your broker or financial advisor contact Lev Davis directly for particular instructions, or you may call the Church Office at 207-563-3533.
Please ask your broker or financial advisor to advise the Church Office of the gift (identity of the security, number of shares) at the time that the gift is made. The advice to the Church Office can be by phone, email (office@standrewsnewcastle.org) or mail (P.O. Box 234, Newcastle, ME 04553).
Thank you for making a gift to St. Andrew’s Church to help in its ministry.
George T. Shaw
Treasurer
(Revised 2/2010)