St. Louis Church
Pittsford, New York







 

 


Forms

Endowment Deposit   Stock Transfer Instructions    Grant Application     


Please use this Deposit Form to accompany donations by  check or deposits of securities or property and mail to: 

St. Louis Church Endowment Funds
64 South Main Street
Pittsford, NY  14534

 or, call in the information at 585-586-5675.


Endowment Deposit Form

 Donor Information

Mr.   Mrs.   Ms.    Dr.   Other:

First Name:   
Middle Initial:   
Last Name:   
Street Address:   
City:   
State:   
Zip:   
Home Phone:   
Business Phone:   
Cell:   
Email:   
Validation:    

Note: a validation number off 2537 must be entered to reduce  SPAM... Thank You 

IMPORTANT:  Please contact the church office (585.586.5675) prior to sending money or transferring securities.

  Your Contribution

Check Amount: $      Approximate: $


Stocks:  
   # of Shares:
Company Name:   Value: $

   # of Shares: Company Name:   Value: $

   # of Shares: Company Name:   Value: $
   # of Shares: Company Name:   Value: $

 

Mutual funds:    
   # of Shares:
Company Name:   Value: $
   # of Shares: Company Name:   Value: $
   # of Shares: Company Name:   Value: $
 

Other Deposits:  (i.e. Bonds, life Insurance, real estate, collections etc.)
   Description:
  Value: $
   Description:   Value: $
 

 Instructions for Stock Transfer

 

 

If transferring securities or mutual funds through a broker, please give your broker the  account information found in Instructions for Delivery of Securities.
 

Designation

To:  (Dollar amount or Number of shares)

                 General Endowment Fund                           Acct. 7990-1873
                
Upper Room Fund                                        Acct. 7990-1733
                
Lifelong Faith Formation Fund                    Acct. 7990-1802
                 Joseph E. Bagale Social Outreach Fund     Acct. 7990-1838

                 Total

 

MEMORIAL GIFTS

 My donation is a tribute to someone special:

In Honor of      In Memory of     Other

In the name of:

Please mail an acknowledgement to:

Name:  
Address:  
City:  
State:  
Zip:  
Country:  

 Personal Message:

 

With your permission, your name may be publicly acknowledged on the St. Louis Church Endowment web site (annually) and appear as an Endowment Fund Donor or Memorial Gift Donor to recognize you (and your beloved) and your generosity

Yes. I grant permission.
No. I request anonymity.

For more information please contact the St. Louis Church Endowment Funds at 585-586-5675 or email endowment@stlouischurch.org


Instructions for Delivery of Securities

  If you will be transferring stocks or bonds to St. Louis endowment Funds, please instruct your broker, trust officer or financial advisor to electronically deliver the securities by DTC to:

Broker:     Wells Fargo Advisors
Account Name:   St. Louis General Endowment
Fund:   (to select another fund and account number see  below)
Account Number:   7990-1873
DTC Number:   0141
Tax ID Number:   St. Louis Endowment Funds  16-0755852
Upper Room Fund   Acct. 7990-1733
Lifelong Faith Formation Fund   Acct. 7990-1802
Joseph E. Bagale Social Outreach Fund   Acct. 7990-1838

Complete this Endowment Deposit Form on line or mail a copy of the form or call, or have your advisor call, St. Louis Endowment Funds Office 585-586-5675 as soon as possible to let us know:

  1. Your name, address and phone number (needed for receipting purposes);

  2.  Name(s) of the security(ies) being transferred;

  3.  Number of shares (stocks) or face value amount (bonds);

  4. Approximate current market value of the securities;

  5. The name, address and phone number of your advisor.

The official value of your gift will be the average of the high and low quotes on the day the securities are recorded in the St. Louis Endowment Fund account.  Normally, a transfer will take place within two or three business days, but may take longer near year end.  A receipt will be prepared and mailed to you within a few days following the delivery of the security(ies).

Your generosity is greatly appreciated.

Father Kevin Murphy
 

Father Kevin Murphy
St. Louis Church Endowment Funds
64 South Main Street
Pittsford
, N.Y. 14534
585-586-5675

 

All Rights Reserved © 2001 by St. Louis Catholic Church
St. Louis Church   64 South Main Street, Pittsford, NY 14534   Phone: 585-586-5675    Fax: 585-387-9888


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Last Update:   11/01/11

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March  2001