Form for Donating Securities or Mutual Funds
DTC (Depository Trust Company) Transfer Instructions
Gift of Securities, DTC Transfer
Please gift the following:
# of shares Security Name Symbol (optional)
__________ ______________________________________ _________________
___________ ______________________________________ _________________
___________ _______________________________________ _________________
From: My Account Number at
(delivering firm)
To: Catholic Diocese of Kansas City-St. Joseph Wells Fargo Advisors, LLC
DTC # 0141
Account # 5328-3701
Please designate my gift for [provide specifics] as follows [full name and address]:
______The following parish or school:
______The Diocese of Kansas City-St. Joseph for benefit of:
________________________________ ___________________________________
Signature of account owner: Signature of account owner:
Date: ___________________________ Date: ____________________________
Printed Name and Address Printed Name and Address
_____________________________ _________________________________
_____________________________ _________________________________
_____________________________ _________________________________
Contact:
Linda Maclean 913-234-7704 Wells Fargo Advisors, LLC
7500 College Blvd. Suite 200, Overland Park, KS 66210
Instructions to Donor:
Please give the original signed letter of authorization to the delivering broker.
Please fax, email or mail a copy of the signed letter to Linda Maclean FAX 913-234-7717, linda.maclean@wellsfargo.com, or the mailing address above.
Please send a copy to the diocese at FAX 816-756-5089, gray@diocesekcsj.org or Stewardship & Development, Attn: Laura Gray, Diocese of Kansas City-St. Joseph, PO Box 419037, KCMO