Gifts of Appreciated Securities

  • When transferring a gift of appreciated securities to St. Martin’s, please send it directly to one of the Church’s available accounts:
    1. Morgan Stanley: Account #371127868377; DTC #0015; 713-965-5069
    2. Merrill Lynch: Account #8TX-04035; DTC #8862; 713-632-8383
    3. UBS: Account #PJ08758; DTC #0221; 713-940-2813
  • Prior to transferring stock, please send the Church a letter of transmittal that will confirm your gift and how you would like us to utilize it – such as operating fund, capital fund, etc. Please state in this letter the name of the appreciated securities and the number of shares to be transferred. You may email this to Debbie Hutchison at email hidden; JavaScript is required or fax it to 713-622-5701.
  • The date that the stock is received in the Church’s account is the date of the gift.
  • We will sell the stock immediately.
  • If you should have any questions about this transaction, please contact Debbie Hutchison at 713-985-3803 or email hidden; JavaScript is required.

Thank you for your gift to St. Martin’s.