Ways of Giving

Shorecrest accepts gifts in the form of cash, check, credit card and stock. We appreciate your support at any level. Every gift makes a difference no matter the size.
Making a donation or pledge online is simple and quick - AND you can do it at any time of the day or night! Shorecrest accepts Visa and MasterCard. Pledges and secure payments may be submitted online or by calling (727)456-7516.

Check

Please make checks payable to Shorecrest Preparatory School, note on the memo line the designation of the gift. Mailing address is: Shorecrest Advancement Office, 5101 1st Street NE, St. Petersburg, FL 33703.

Matching Gifts

Many corporations offer matching gift programs that can double or even triple the gift made by their employees. Some companies even match gifts made by retirees and/or spouses. Please contact your employer's Human Resources department for more information and matching gift forms. 

Below is a list of companies that we work with that currently offer matching gift support. If your company is not listed, please check with your Human Resources department to see if they support matching gifts.
  • Adobe
  • Apple Inc
  • Assurant Solutions
  • Bank of America
  • Duke Energy
  • Eaton Vance
  • General Electric Foundation
  • Glaxo SmithKline
  • Hubbell Inc
  • Intermec Technologies Corporation
  • Microsoft Corporation
  • New York Life
  • Northwestern Mutual
  • Nuveen Investments
  • Raytheon Co.
  • RBC Foundation
  • Thrivent Financial Foundation
  • Travelers
  • United Technologies
  • Verizon Foundation
  • Wells Fargo

Stocks / Securities

Policy for Acknowledgement of Gifts of Stock

Gifts of stock which are transferred electronically (DTC) are often confusing as to when the gift is acknowledged as being received and consequently for how much. Our goal is always to process these gifts of stock as quickly as possible in order to avoid any problems with market fluctuations. Once the stock is received in a Shorecrest account, the broker is instructed to immediately sell the securities.

In order to alleviate any arbitrary procedure, Shorecrest follows the standards set forth in the 3rd Edition of the CASE Management and Reporting Standards in Educational Fundraising. According to these standards, "the valuation of the gifted shares is based upon the average price for which the stock traded on the date it came under the institution's control" …the date it was received in a Shorecrest account.

If you have any further questions, please contact the Office of Advancement’s Donor Relations Manager at 727-456-7516.

Procedure for Transferring Gifts of Stock

Thank you for considering a gift of stock to Shorecrest. A few guidelines are shown below which will help with the accurate and speedy processing of your gift.

List of 4 items.

  • Please notify us in advance of your gift...

    Prior to making your gift, please contact the Office of Advancement with the designation for the stock gift, the number of shares, and the identity of the stock. We prefer that this is done in writing, but you or your broker can call us directly if you wish at (727) 456-7516. Our fax number is (727) 521-1452.
  • If your shares are held in a brokerage account...

    Ask your broker to make an electronic transfer of the shares to Shorecrest's Raymond James and Associates account #12031966 and identify you as the donor. Our contact at Raymond James is Sharon Kaylor (727) 567-5002). Raymond James' DTC number is 0725. This will be needed if the stock is currently held in an account with a broker other than Raymond James. When the stock is received in our account, we will receive notification from Raymond James. The stock will be sold immediately and a receipt will be sent to you. The effective date of the gift for this method is the date the shares are placed in the Shorecrest account.
  • If you hold the certificate for your shares...

    Please sign the stock over to Shorecrest, either by endorsing the back of the certificate or by using a stock power, and mail it to the Shorecrest Office of Advancement at 5101 First Street NE, St. Petersburg, FL 33703-3099. Due to the nature of the document being mailed, we recommend you send it via certified/registered/express mail. When the certificate is received, it will be sold immediately and a receipt will be sent to you. The effective date of the gift for this method is the date of the postmark.
  • If you are transferring shares of a mutual fund...

    Please contact the Shorecrest Office of Advancement to discuss how to initiate the transfer. Since unique procedures exist, we will need to contact your mutual fund company or your broker to coordinate the most efficient way to make the transfer.

Useful information if you are planning to make a stock gift to Shorecrest:

  • Most importantly, please notify the Office of Advancement at 727-456-7516 well in advance of the transfer so we can identify you as the donor. You may also call Sharon Kaylor at Raymond James and Associates at 727-567-5002.
  • Shorecrest Federal Tax ID # : 23-7412158
  • Shorecrest Raymond James Account # :12031966
  • Raymond James' DTC # : 0725
  • Raymond James' address: 880 Carillon Parkway, St. Petersburg, FL 33716
  • Raymond James' fax # : 727-567-8888
Thank you again for your support of Shorecrest - our students, and our excellence in education.

501c(3) Status

Shorecrest Preparatory School is a 501(c)(3) non-profit corporation as defined by the IRS, which means that all gifts to Shorecrest are tax-deductible to the full extent of the law. Visit the IRS website for more information. Please email our donor relations manager, Valerie Rice at vrice@shorecrest.org if you have additional questions or concerns about your contributions to Shorecrest.

School Information

Shorecrest Preparatory School
5101 First Street Northeast
St Petersburg, FL 33703
Phone: (727) 522-2111  |  Fax: (727) 527-4191

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Shorecrest Preparatory School is a private, non-sectarian, coeducational, college preparatory day school for students Age 3 through Grade 12, located in St. Petersburg, FL.