Office of Mission Advancement

Planned Giving

With thoughtful planning, you create win-win solutions for you and the Congregation of Holy Cross..

Contact Planned Giving for More Information

Stock Transfer Intention Form

It's simple to make a gift of stock to the Congregation of Holy Cross!

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

Steps:

  1. Fill this form out and we will contact you.
  2. Make sure you contact your broker to initiate the actual transfer.

Notes:

  • Our office can help you walk through the possibilities for gift designations.
  • For security reasons, we do not ask for your account number over the Internet.

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