SI Parish - Gift of Stock Transaction Form 2022

Gift of Stock Transaction Form
PLEASE PROVIDE YOUR STOCKBROKER OR FINANCIAL ADVISOR WITH THE FOLLOWING INFORMATION:
1) Please direct transfer to:

Schwab account #2131-4717
General Fund
c/o St. Ignatius Church
Schwab’s DTC #0164
2) To coordinate a donation of physical stock certificates, or if you have any questions:

Emily McFarland | Development Director

emcfarland@usfca.edu

415-422-6503
PLEASE PROVIDE THE FOLLOWING INFORMATION SO WE CAN ANTICIPATE AND PROPERLY ALLOCATE YOUR GIFT:
FULL NAME*
TELEPHONE*
EMAIL ADDRESS*
example@example.com
I WISH TO DONATE THE FOLLOWING STOCKS OR SECURITIES:
STOCK/SECURITY NAME & TICKER (e.g. Hewlett Packard; HPE)
*
NUMBER OF SHARES
*
ESTIMATED VALUE (USD)
*
ANTICIPATED DATE OF TRANSFER (day, month, year):*

MonthDay Year
Date
THIS TRANSACTION IS:

A one-time giftA payment on my existing pledge
BROKER INSTITUTION AND CONTACT INFORMATION
THANK YOU FOR YOUR SUPPORT!
650 Parker Avenue, San Francisco, CA 94118

(415) 422-2188 | www.stignatiussf.org | giving@stignatiussf.org
Should be Empty:

Gift of Stock Transaction Form