NAME
Preferred Broker and Account to use with Annual Pledge gifts.
NAME
Address
City, State, Zip Code
Date
Mr. John J. Broker
Broker’s full mailing address
City, State, Zip Code
Dear John,
I (we) would like to make an irrevocable gift of NNN (number of shares - spelled out) shares of XYZ Corporation (or shares or dollar value of shares of mutual fund(s)) from my (our) account number ##########. The gift is to the Church of the Good Samaritan, 212 West Lancaster Avenue, Paoli, PA 19301. Shares may be transferred to their account at Vanguard Brokerage services, account number 57395243. Their DTC number is 0062. Please contact Betsy Wolford, the Parish Accountant if you have any questions. Her phone number is 610-644-4040 x209. Thank you.
Yours truly
Signature(s)
All parties must sign
cc: Parish Accountant - Church of the Good Samaritan
This letter is current as of December 11, 2018
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