Episcopal Diocese of Alaska

Sample Letter



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Episcopal Diocese of Alaska's
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Sample Letter

Mail a copy to the Diocesan offices, to your broker, and to the Diocesan broker.

Your Return Address
Your Phone Number
 

Date

Inside address (to your broker)

Dear _________:

Please transfer (number) shares of (Name of company, common or preferred) stock (“ticker” symbol ____) from my account (brokerage or custodial account #__________) to the Episcopal Diocese of Alaska. account # UC17656, Distribution Account, DTC #0221, at UBS Financial Services, Inc.

The Tax ID number of the Diocese is 13-5562208, and its address is:

                                            Diocese of Alaska
                                            1205 Denali Way
                                            Fairbanks, AK. 99701
                                            (907) 452-3040

This gift is for the benefit of (congregation or diocese or program) in (city and state) for the following purpose (s):

Sincerely,

(Signature in full)

Type your Name

Cc: Diocese of Alaska, Planned Giving Office, 1205 Denali Way Fairbanks, AK. 99701

 

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Last modified: 03/30/04