Please provide your broker with the following information:
Broker: Charles Schwab & Co.
Account name: St. Stephen’s Episcopal Church
DTC number: 0164 Code 40
St. Stephen’s Episcopal Church
66 St. Stephens Drive,
Orinda, CA 94563
When making a gift of securities please advise St. Stephen’s Parish Administrator by email or letter of your intentions and providing the name of the security, amount (number of shares), the planned date of transfer, and the purpose of your gift (i.e. Annual Pledge or Master Plan gift).
Thank you very much for your generosity to St. Stephen’s.
Please contact the church office with any questions or call (925) 254-3770 x10.