Stock/Mutual Fund
Shares Gift

To make a gift of stock and/or mutual fund shares, please fill out this form so we can ensure your donation is allocated properly. Then use the following information to initiate a transfer with your financial services firm:

Name of Receiving Financial Institution:
Charles Schwab & Company, Inc.

Charles Schwab Account receiving the gift:
Catholic Foundation of Southern Nebraska

Account Number for the Foundation:
76969924

Depository Trust Company (DTC):
ID #0164 Code 40

The Catholic Foundation of Southern Nebraska Tax ID #: 47-0825444

Download a PDF version of this form

Download PDF version

Donation Information

First Name of Donor *

Last Name of Donor

Email *

Beneficiary Enter In

Address

Address Line 1

Address Line 2

City

State

Zip Code

Phone Number

Financial Institution

(optional)

Financial institution

From which the shares (transfer) will be received

Approximate (estimated) date of transfer

Name of the financial advisor

Person initiating the shares transfer

Phone Number

Stock and Mutual Fund

Name of Stock and/or Mutual Fund

Symbol

# of Shares

Beneficiaries

Split using:

% Percentages
$ Dollar amount
# Number of shares

Beneficiary name

Percentages

This gift is:

In memory of
In honor of
N/A

In memory of

In honor of

Additional information

Provide additional details (e.g., purpose of the gift or anonymity request)

“The one who supplies seed to the sower and bread for food will supply and multiply your seed and increase the harvest of your righteousness. You are being enriched in every way for all generosity, which through us produces thanksgiving to God.”

2 Corinthians 9:10-11

Stock/Mutual Fund Shares Gift