This electronic method transfers the stock from your account to an account in the name of Norfolk Academy. For your convenience, we have accounts with several brokerage firms.  For all securities transfers you will need the school’s Tax ID # - 54-0551901.

If you do not have a preferred broker, you can transfer your stocks to Raymond James Financial.
Contact: Arch Brown ’80 - (757) 962-4981
DTC # - 0725
Norfolk Academy Account Number: 202M9992

PLEASE NOTE that you as a donor must not direct the broker to sell the stock for Norfolk Academy. Stock sold by a donor is treated as a cash gift and would expose you to capital gains tax liability. Once you have requested the transfer of stocks, a member of the Norfolk Academy Development Office will direct the broker to sell.

Feel free to contact Kelly Becker, (757) 452-6764, or the Norfolk Academy Development Office, (757) 461-6236, with any additional questions.

If you have the certificate in your possession, you may mail the certificate or deliver it by hand.

MAIL:
Mail the unendorsed certificate and a Securities Transfer Form with your intent clearly stated via certified mail or an overnight service to:
Development Office
Norfolk Academy
1585 Wesleyan Drive
Norfolk, VA 23502-5591

In a separate envelope, mail a signed, blank stock power form, with your signature as it appears on the certificate and a copy of your securities transfer form.

HAND DELIVERY:
You may either endorse the back of the stock certificate(s) in our presence or sign a stock power form.