|
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: Agent Bank Number: 10016 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
Name of stock . Investment advisor making transfer . Name of stock . Investment advisor making transfer .
Please call Tonya Kirkland, (812) 456-3883 prior to a direct transfer of any type in order to receive proper credit to the account.
|


