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The Catholic Foundation
of Southwestern Indiana, Inc.
P.O. Box 4169
4200 N. Kentucky Ave.
Evansville, IN 47724-0169
812-424-5536
FAX: 812-421-1334
800-637-1731
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Electronic Stock Transfer

If You Want to Have Stock Electronically Transferred

From Your Investment Advisor

 

Stock may be transferred to an existing endowment or to open a new endowment without a physical certificate by requesting that your investment manager/advisor initiate the contribution. First, send the attached Contribution Notification Form to The Catholic Foundation. This will indicate your intent to make a gift. Second, your investment advisor should be instructed to contact Tonya Kirkland at Fifth Third Bank, (812) 456-­3883 prior to an electronic transfer. Please note: if the Trust & Investment Management Division is not notified prior to the transfer, your gift may be rejected for lack of proper identification.

 

The following transfer instructions should be provided to your advisor:

 

 DTC Eligible Issues: Participant Number:         2116
 

Agent Bank Number:       10016

  Agent Bank Account:      690007922131 Catholic Fdn
  Institutional Number:       71548
 
 DTC Ineligible Issues: The Bank of New York
  One Wall Street - 3rd Floor 
  Window A
  New York, NY 10286 
  A/C #13550
  F/F/C 690007922131 Catholic Foundation SW-IN
   
 PTC Eligible Issues: A/C: FIFTH
  F/A/O THE FIFTH THIRD BANK
  F/F/C 690007922131
  

NOTE: In each instance please reference the Catholic Foundation, #690007922131 for proper credit to the account.

 


DONATION NOTIFICATION FORM

 

This form should be completed to indicate your intention to transfer either cash or securities directly to Fifth Third Bank as a contribution to a Catholic Foundation endowment. If a check or a physical security are being sent through the Catholic Foundation, this form may be eliminated.

 

On                                                                               (approximate date of transfer), I will contribute

 

               Cash via wire transfer in the amount of  
     
                Stock by electronic transfer  
 

 

Name of stock                                                                                                    .

 

 
 

 Investment advisor making transfer                                                                      .

 

 
   Telephone number of advisor                                                                              .  
     
                 Other asset by electronic transfer  
 

 

Name of stock                                                                                                    .

 

 
 

 Investment advisor making transfer                                                                      .

 

 
   Telephone number of advisor                                                                              .  
     
                 My donation applies to the                                                       Endowment Fund  
 

Please call Tonya Kirkland, (812) 456-3883 prior to a direct transfer of any type in order to receive proper credit to the account.

 

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