Stock Donation form

Instructions for transferring stock to All Souls Church, Unitarian

Step 1: Before transferring stocks or mutual funds to the church, complete and submit this form to notify our executive director and financial controller. Please provide all of the information requested.

Step 2: Instruct your broker to transfer stock to

  • Broker name: Fidelity
  • Account name: All Souls Church, Unitarian
  • Account number: Z66-240133
  • DTC number: 0226

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Name
Address
Purpose of Donation

Thank you for your generosity!