Stock Donation form
Instructions for transferring stock to All Souls Church Unitarian
PLEASE BEAR WITH US WHILE WE ADJUST OUR BANK ACCOUNTS TO ACCEPT STOCK DONATIONS. INSTRUCTIONS COMING.
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: TBD
- Account name: All Souls Church, Unitarian
- Account number: TBD