Form for Donating Securities or Mutual Funds

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 

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