Making a Gift of Stock to
Please inform Russ Carlson, the Parish Administrator, that
a stock gift is being transferred so that we may facilitate the transfer and
assure that you receive proper credit for your gift.
Phone: 651-699-5560 Email russ.carlson@immanuelstpaul.org
If full details are available, please provide instructions
on our Stock Donation form
The donor’s name does not always appear on the stock
transfer information, so please ask your broker to add your name in the subject
line of the transfer so that we can identify you and thank you.
Your tax treatment of this stock gift should be determined in consultation with your financial advisor. The amount of gift credit we give you is equal to the average of the high and low values of the stock on the date of the gift. The date of the gift is the date the stock is transferred into Immanuel’s account.
Stock Gift Instructions to Immanuel
Name:
________________________________________________________ Date:
_________________________
I wish to donate the following stock to Immanuel:
Company Name Identifier (Ticker) Number
of shares
_______________________ __________ ___________
_______________________ __________ ___________
_______________________ __________ ___________
Designation: I
would like my gift to support Immanuel’s
General Fund _______________ (# shares, % total, or approximate value)
Capital Campaign _______________
(# shares, % total, or approximate
value)
Other (please indicate) _______________ Amounts
not specified will support Immanuel’s General Fund
Signed ______________________________________ Date _______________
Delivery Instructions
Please ask your broker to deliver shares to:
Citigroup SmithBarney, DTC
#0418
Ask your broker to add your name in the
subject line of the transfer so that we can identify you and thank you.
OR
If you donate stock through
Wells Fargo Shareholder Services, please reference Immanuel’s account number on
your stock transfer form:
104
Acct # 4002018294
Please contact Russ Carlson with any questions: Phone: 651-699-5560 Email: russ.carlson@immanuelstpaul.org
Thank you very much!
For
office use
Enter
Contribution
1)
Date = Date received on broker statement ___________
2)
Contribution Batch = Stock
3) Share price on date received (per IRS)
high_______ low _______ average _______
4)
Contribution Amount (=Fair Market Value per IRS):
# Shares_____ * Avg price
______
= Contribution $ _____________
5) Designation
Gen Fund _________ Cap Campaign:
________
Other: __________
Send Acknowledgement
Letter Mailed: ______________
Post
Stock
Date = Date Sold from trade confirmation _____________
1)
Transfer:
transfer total contribution from stock to cash account _____________________
2)
Post Commission
Expense = Total commissions & fees from confirmation _____________________
3)
Calculate and
Post Gain / (Loss) on sale:
Gross proceeds from confirmation _______________
Less Commission Expense _______________
Less Fair Market Value _______________
Equals Realied Gain / (Loss) on sale _______________
4)
Add comment to
posting: ___ shares of _____
received _____; sold on _____ at ____ per share