Get Stock Donation Form - Diocese Of Arlington - Arlingtondiocese

The Stock Donation Form for the Diocese of Arlington provides a straightforward way for individuals to donate stocks to various church-related beneficiaries. This guide offers clear, step-by-step instructions to assist you in completing the form accurately and efficiently.

Follow the steps to successfully complete your stock donation form.

1. Click the ‘Get Form’ button to access the Stock Donation Form and open it for editing.
2. In the first section, identify the recipient of your gift by selecting one of the options: Bishop’s Lenten Appeal, a specific parish, school, or Catholic Charities. Ensure to specify the chosen recipient clearly.
3. Next, provide details about the stock you wish to donate. Fill in the name of your bank or brokerage firm where the stock is currently held.
4. In the next fields, include the type of stock, indicated by its name and stock symbol. For example, if you are donating shares of Microsoft, you would write 'Microsoft' in the name section and 'MSFT' in the stock symbol section.
5. Input the number of shares you intend to donate in the designated space.
6. Indicate the account number associated with the Diocese of Arlington where the shares will be transferred. This is typically listed as A/C# PQ1-601349, DTC #0443.
7. Specify the beneficiary that you wish the proceeds to benefit, ensuring this aligns with your earlier identification of the recipient.
8. If applicable, mention whether you hold actual stock certificates and indicate that you will contact the representative for delivery instructions if necessary.
9. Finally, sign and date the form, print your name, and provide your contact information, including your address, phone number, and email.
10. Submit a copy of this completed form along with a separate letter of instruction to your broker to proceed with the transfer. Send copies of this form to both McLaughlin Ryder Investments and the Chief Financial Officer of the Diocese of Arlington.

Complete your stock donation form online today and contribute to your chosen cause.