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Stock Gift Letter of Intent
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Please complete the form below prior to transferring the securities so that we can identify and sell your gift within a timely manner, or contact Lisa Rosenberger at (512) 949-2450 or at [email protected] if you have any questions.
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Transfer Information – Common Stocks
Provide this information to your broker:Catholic Diocese of AustinTax ID: 74-1542827Account Name: Diocese of Austin Endowment Gift AccountReceiving Firm: US BankAccount number: 5003050-008DTC: 2803
Transfer Information – Items Needed for Mutual Fund Gifts- Donor Name
- CUSIP / Ticker
- Expected # of Shares
- Contact information (could be one or both):
- Broker:
- Company name
- Contact name
- Phone number
- Firm where mutual fund is held:
- Company name
- Contact name
- Phone number
- Broker:
**Please make sure you work with your broker or mutual fund agency to set up the request to US Bank via ACATS.
Transfer Information - Items Needed for Computershare- Signed Incoming Account Transfer Form – no medallion signature needed.
- Computershare statement from the donor’s account.
Please contact Lisa Rosenberger at [email protected] with the name of the security, the number of shares, and the estimated value of the gift prior to the transfer. Securities will be sold once the information is received and verified.