Gift of Stock

If held in your brokerage account:

Request security be delivered from your brokerage account and be delivered to Wells Fargo Advisors, LLC as follows:

Church General Fund: DTC 141
Account Number – 76906850
Building Fund: DTC 141
Account. Number - 15958205

Call John Talbott, Financial Advisor, at 301.961.0130 at Wells Fargo Advisors, LLC and let him know the name and amount of Security being transferred as well as the donor.

DONORS PLEASE ALSO NOTIFY THE CHURCH DEVELOPMENT OFFICE OF THE TYPE OF SECURITY BEING DONATED 202.449.3984.

 

If parishioner has the physical stock certificate:

DO NOT SIGN THE CERTIFICATE.

Contact John Talbott for instructions:

Mr. John D. Talbott Jr. 
Financial Advisor
Wells Fargo Advisors, LLC
7600 Wisconsin Ave., #900
Bethesda, MD 20814

301.961.0130

Under separate cover, sign and mail a stock power with letter of instruction to deposit the security in either of the above accounts.