GIVING

    Making Gifts of Stock



    To the right, please find a sample letter to download and assist you in making gifts of stock to:

    • the Catholic Diocese of Arlington
    • the Bishop's Lenten Appeal
    • the Rooted in Faith ~ Forward in Hope Campaign
    • and/or your parish or school

    You will also need to contact your broker in writing to provide proper documentation for a gift of stock. Assuming your stock is in a brokerage account, your broker should be able to easily proceed with a stock transfer with the account information listed in these letters. It is also most helpful for our record keeping if you send a copy of your letter to Mr. Timothy Cotnoir, Diocesan Finance Officer.

    You may fax this correspondence if you desire.

    Mr. Timothy Cotnoir

    703-524-5028 (fax)

    Mrs. Mary Reed

    703-684-9224 (fax)
                                              703-684-9222 (voice)
                                              866-684-9222 (toll-free)


    Downloads

    Adobe® Portable Document Format (pdf)

    (PDF: 12k)

    Stock Gift Sample Letter

    Microsoft Word® 2003 format

    (Word: 31k)

    Stock Gift Sample Letter 

    Note:  Adobe, the Adobe logo, and Acrobat Reader are either registered  trademarks or trademarks of Adobe Systems Incorporated in the United  States and/or other countries. Microsoft Word® is either a registered  trademark or trademark of Microsoft Corporation in the United States  and/or other countries.