Get Stock Donation Information - Diocese Of Arlington

Filling out the Stock Donation Information form for the Diocese Of Arlington is a straightforward process that allows you to contribute to various causes, such as the Bishop’s Lenten Appeal or local parishes. This guide will walk you through each step of the form to ensure that your donation is processed smoothly.

Follow the steps to successfully complete your stock donation form.

1. Click the ‘Get Form’ button to access the Stock Donation Information form and open it in your editor of choice.
2. Begin by completing your contact information at the top of the form. This includes your name, address, city, state, zip code, phone number, and email. Accurate information is essential for any necessary follow-up.
3. In the designated section, provide the name of the bank or brokerage firm where your stock is currently held. This identifies the source of your shares.
4. Fill in the name of the stock you are donating (e.g., IBM) and its stock symbol (e.g., MSFT for Microsoft Corp.). This information is crucial for identifying the exact shares being donated.
5. Indicate the number of shares you wish to donate. Ensure this number reflects your intended contribution.
6. Specify the beneficiary of your donation. This could be the Diocese of Arlington's various causes such as parishes, schools, or charitable organizations. Be specific about the beneficiary's name.
7. Provide your signature and include the date you are submitting the form. This serves as your authorization for the donation.
8. Make a copy of the completed form along with your separate letter of instruction to your broker. Ensure that these copies are shared with your financial advisor and the necessary parties at McLaughlin Ryder Investments and the Diocese of Arlington.
9. After reviewing your information for accuracy, save the changes, and consider downloading or printing a copy for your records. You may also opt to share the form directly with relevant parties.

Take the next step in supporting your chosen cause by completing your Stock Donation Information form online today.