Stock Gift Letter of Intent

- All Offices

In order for us to properly identify and apply your gift please complete the form below.
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- First Name REQUIRED Please fill out this field. Please enter valid data.
  
  Last Name REQUIRED Please fill out this field. Please enter valid data.
- Address REQUIRED Please fill out this field.
- City REQUIRED Please fill out this field. Please enter valid data.
  
  State REQUIRED Please fill out this field.
  
  Zip REQUIRED Please fill out this field. Please enter a zip code.
- Email REQUIRED Please fill out this field. Please enter an email address.
- Phone Number REQUIRED Please fill out this field. Please enter a phone number.
- Parish Affiliation Please enter valid data.
- Estimated # of shares: REQUIRED Please fill out this field. Please enter valid data.
- Name of Stock REQUIRED Please fill out this field. Please enter valid data.
- Ticker symbol Please enter valid data.
- Approximate value of stock REQUIRED Please fill out this field. Please enter valid data.
- Please apply my gift to the following fund(s) Catholic Services Appeal Encountering Christ Campaign Other (we will contact you for clarification)
- To be credited to the Catholic Diocese of Austin [Tax ID #74-1542827] for the benefit of: REQUIRED Please fill out this field.
- Broker/Contact Name and Phone Please enter valid data.
- Please provide this information to your broker:
  
  Catholic Diocese of Austin
  Account #512-04086
  DTC# 8862
  Merrill Lynch
  Broker: Ron Riehs
  (512) 397-3722
  
  Online transfer agents and non-DTC accounts.
  
  Currently, we are able to accept donations through the following agents:
  
  Computershare: IBM, ExxonMobil, AT&T, Johnson & Johnson, Walmart, General Electric, MetLife & Prudential
  
  E*Trade
  
  Fidelity
  
  Vanguard
  
  Schwab
  
  Ameriprise
  
  We do accept other brokers who have the capacity to DTC stocks.
  If you would like to donate stock through an agent not listed above,
  please call Lisa Rosenberger at (512) 949-2450.
  
  Thank you for your generosity to the Diocese of Austin!
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For further assistance, please contact Lisa Rosenberger at (512) 949-2450.