Gift Information. Check. Enclosed is a check for $ . Please make check payable to Presbyterian Foundation. Wire or Electronic Transfer Amount of Wire $ Contact Client Services at 000-000-0000 if you would like to transfer funds by wire or ACH. Nontraditional Assets Call the Presbyterian Foundation at 000-000-0000, ext. 5957 for nontraditional assets. • Restricted or privately held stock certificate(s) • Closely-held business interests • Retirement Plan interests • Personal Property • Real Estate • Other Qualified Charitable Distribution (QCD) Amount of $ IRA Trustee or Custodian Please make check payable to Presbyterian Foundation. Not available for DAF contributions. Publicly Traded Securities Call Client Services at 000-000-0000 for transfer instructions, then forward completed application prior to transferring securities to xxxxxxxxxxxxx@xxxxxxxxxxxxxxxxxxxxxx.xxx or fax to 000-000-0000. Deliver instructions to your broker using the Sample Letter of Authorization. Please request delivering broker include donor(s) name on custody transaction form Assets being gifted Cusip/Ticker (if known) Number of Shares Assets being gifted Cusip/Ticker (if known) Number of Shares
Appears in 2 contracts
Samples: Application and Agreement, Application and Agreement
Gift Information. Check. Enclosed is a check for $ . Please make check payable to Presbyterian Foundation. Wire or Electronic Transfer Amount of Wire $ Contact Client Services at 000-000-0000 if you would like to transfer funds by wire or ACH. Publicly Traded Securities Call Client Services at 000-000-0000 for transfer instructions, then forward completed application prior to transferring securities to xxxxxxxxxxxxx@xxxxxxxxxxxxxxxxxxxxxx.xxx or fax to 000-000-0000. Deliver instructions to your broker using the Sample Letter of Authorization. Please request delivering broker include donor(s) name on custody transaction form Nontraditional Assets Call the Presbyterian Foundation at 000-000-0000, ext. 5957 for nontraditional assets. • Restricted or privately held stock certificate(s) • Closely-held business interests • Retirement Plan interests • Personal Property • Real Estate • Other Qualified Charitable Distribution (QCD) Amount of $ IRA Trustee or Custodian Please make check payable to Presbyterian Foundation. Not available for DAF contributions. Publicly Traded Securities Call Client Services at 000-000-0000 for transfer instructions, then forward completed application prior to transferring securities to xxxxxxxxxxxxx@xxxxxxxxxxxxxxxxxxxxxx.xxx or fax to 000-000-0000. Deliver instructions to your broker using the Sample Letter of Authorization. Please request delivering broker include donor(s) name on custody transaction form Assets being gifted Cusip/Ticker (if known) Number of Shares Assets being gifted Cusip/Ticker (if known) Number of Shares
Appears in 1 contract
Samples: Application and Agreement
Gift Information. An irrevocable gift of $25,000 or more is required to establish a new Permanent Fund. Check. Enclosed is a check for $ . Please make check payable to Presbyterian Foundation. Wire or Electronic Transfer Amount of Wire $ Contact Client Services at 000-000-0000 if you would like to transfer funds by wire or ACH. Nontraditional Assets Call the Presbyterian Foundation at 000-000-0000, ext. 5957 for nontraditional assets. • Restricted or privately held stock certificate(s) • Closely-held business interests • Retirement Plan interests • Personal Property • Real Estate • Other Qualified Charitable Distribution (QCD) Amount of $ IRA Trustee or Custodian Please make check payable to Presbyterian Foundation. Not available for DAF contributions. Publicly Traded Securities Call Client Services at 000-000-0000 for transfer instructions, then forward completed application prior to transferring securities to xxxxxxxxxxxxx@xxxxxxxxxxxxxxxxxxxxxx.xxx or fax to 000-000-0000. Deliver instructions to your broker using the Sample Letter of Authorization. Please request delivering broker include donor(s) name on custody transaction form Assets being gifted Cusip/Ticker (if known) Number of Shares Assets being gifted Cusip/Ticker (if known) Number of Shares
Appears in 1 contract
Samples: Application and Agreement