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| [Date] ____________________________ |
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|
[Donor Name]
_______________________ |
|
[Address]
__________________________ |
|
[City, State
Zip] ______________________ |
|
[Phone Number]
_____________________ |
|
|
|
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| [Broker Name]
__________________________ |
|
| [Broker Firm Name]
__________________________ |
|
| [Broker's Address]
__________________________ |
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| [Broker's City, State, Zip]
__________________________ |
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| [Broker Phone #]
__________________________ |
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| Re: Account
Number _________________ |
|
|
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| Dear _____________________________ |
|
| .. |
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|
Please transfer ___________
shares of ______________________________ stock from my account
to:
DTC 0164 to account
7623-1468 for Roman Catholic Bishop of Oakland, a Corporation Sole for further credit to:
Note: In the event
that Mutual Funds or Stock Certificates are to be transferred
to the account of the Roman Catholic Bishop of Oakland, a Corporation
Sole, the finance department of the Diocese should be contacted
before a transfer of ownership is attempted. If there are any
questions concerning the handling of an electronic transfer of
securities, please contact the Diocesan Finance Department - Paul Bongiovanni
or Michael P. Canizzaro
at (510) 267-8321 or (510) 267-8323.
Thank you for your
assistance.
Sincerely,
|
| _________________________________ |
_________________________________ |
| [Signature] |
[Printed
name] |
|
cc:
Jeffrey Jackson,
Finance Dept., Diocese of Oakland, Fax (510) 893-0945, Ph
(510) 267-8321
Re: Donation for the benefit of: ______________________________________________
[Bishop's Appeal or name of parish or school]
John Neudecker,
Development Department, Diocese of Oakland, Fax (510) 446-7429, Ph (510)
267-8314
Re: Donation for the benefit of: ______________________________________________
[Name
of Parish and/or intended end use]
______________________________________________
[Parish or Business Manager of Parish/Recipient]
(Re: Donor _____________________________, Allocation of Gift - (Indicate % allocations or if you indicate dollar amounts, be sure to circle which account to apply any surplus or shortfall since the final amount of your contribution will be determined at the time of the actual sale.)
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