Making Gifts of Appreciated Securities (Stock)


The easiest way to make a gift of stock is to have your broker transfer it electronically. The Oregon Province has an account at Merrill Lynch in Portland Oregon (1211 SW Fifth Ave (503) 221-4600).

Give the following information to your broker and request a transfer:

  DTC#: 5198
ACCOUNT#: 311-04J93
FAQ: Society of Jesus, Oregon Province

For more information on this or to explore other ways to gift stock and appreciated assets please contact the Development Office.

Dan Mai, S.J.

Copyright © 2008, Society of Jesus, Oregon Province. All Rights Reserved.