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Sample LetterMail a copy to the Diocesan offices, to your broker, and to the Diocesan broker. Your Return Address 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 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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