Planned Giving • DIOCESE OF BRIDGEPORT

Stock Transfer Form

It's simple to make a gift of stock to the Diocese of Bridgeport!

We will receive basic information about your intentions, so we can lend any assistance and credit your gift when it arrives.

For security reasons, we do not ask for your account number over the Internet. Make sure you contact your broker to initiate the actual transfer.

Bolded items with an asterisk (*) are required fields.

Donor Information

Name*
Address 1*
Address 2
City*
State*
Postal Code
Country
E-Mail*
Home Phone*

Broker/Stock Information

Brokerage/Financial Institution Name*
Broker/Contact Name*
Broker/Contact Phone*
Broker/Contact E-mail
Broker/Contact Fax
Anticipated Transfer Date*
Stock Name*
Number of Shares*

Special Instructions to Broker

Gift Designation Information

I would like to designate my gift to the following

  


 

The material on this website is not offered as legal or tax advice. Please consult with your professional advisors prior to any gift.
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