Stock Donation - Letter of Intention

Roman Catholic Diocese of Phoenix

Stock Donation Letter of Intention
Thank you for your generous gift. This form helps us correctly identify your stock transfer and ensure your gift is credited according to your wishes. If you have any questions, please contact Amy Yocupicio-Herrera at (602) 253-2236, she is happy to assist you throughout the process.

* You will receive Stock Processing Instructions via email after submitting this form.
Please Note: Only donors transferring physical stock certificates by mail or in person must have this Letter of Intent notarized. Electronic transfers do not require notarization.
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
From (please print):
Donor name(s)
Address
City, State, Zip
Telephone
Format: (000) 000-0000.
Email
example@example.com
To:
Office of Mission Advancement
Roman Catholic Diocese of Phoenix
400 E. Monroe Street
Phoenix, AZ 85004
Email: ayocupicio@dphx.org
Please accept our donation of
# of shares
shares of
name of security
to be credited to the Roman Catholic Diocese of Phoenix for the benefit of:
Designation of gift
Diocese, Parish or School
I (we) plan to transfer the securities (please check one of the following):
* I understand that the value of my charitable contribution for tax purposes is determined under applicable IRS regulations and that the Diocese cannot provide tax or legal advice. I have consulted or had the opportunity to consult my own professional advisors. Donor remains responsible for initiating the transfer through their financial institution.
Donor signature
Donor signature
Should be Empty:

Roman Catholic Diocese of Phoenix

From (please print):

To: