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Stock Transfer Form

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Donor Information

Stockholder's Name(Required)
Address(Required)

Stock Information

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Stock Held At

Broker's Name(Required)
Address(Required)
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Donor Instructions

• Contact broker or financial advisor and advise the stock and number of shares to be transferred to Catholic Charities of NE Kansas. Donor gives his/her broker the name of our broker, brokerage, account number and DTC.

• Please send Anita Smith at Catholic Charities ([email protected]) the name of donor, stock and shares that are being sold so we can track the gift with the donor in our records and for receipt purposes.

Catholic Charities Instructions

• Instruct donor’s broker to electronically transfer stock to our Catholic Charities account: ❑ UBS, CC Acct #JK21689-42 via DTC 0221 Sam Sabaugh, 913-345-3270; Amy Brooks: 913-345-3254; [email protected] (emailed on___________________)