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Stock, Mutual Fund Gifts

The following instructions are for transferring gifted shares of individual securities or mutual funds to the Sigma Phi Epsilon Educational Foundation. While transfers of individual securities are much faster and less complex than transfers of mutual fund shares, we appreciate ALL generous contributions to the Foundation.

Transferring Stock and Mutual Funds

To make a transfer gift of individual stock or mutual funds, have your broker follow these instructions:

Deliver to:

Mandi Quicke
Operations Manager
Granite Wealth Management
5701 Patterson Ave., Ste. 101
Richmond, VA 23226
Office: (804) 362-9010
Direct: (804) 362-9011
Fax: (804) 362-9019
Mandi@GraniteWM.com

DTC: 0141
Account title: Sigma Phi Epsilon Educational Foundation
Account number: 37617936

** Please notify the Educational Foundation by letter and/or email regarding the name of the donor, the specific gift (date and shares gifted), and the intended fund (i.e., General Fund or Chapter Scholarship Fund, etc.)

Sigma Phi Epsilon Educational Foundation
310 S. Arthur Ashe Boulevard
Richmond, VA 23220

For questions, contact Executive Director of Advancement Ben Rose.

**Please note that the transfer of mutual funds is a more involved process than gifting individual shares of stock, including several additional administrative steps, and can take significantly longer to complete. We appreciate your patience and ask that you plan accordingly.

Sigma Phi Epsilon Fraternity

310 South Arthur Ashe Boulevard
Richmond, VA 23220
(804) 353-1901

Contact our staff.

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