There are several ways to transfer securities to St. Gertrude:
electronic transfer or hand delivery of certificates.
The most popular and most efficient way to transfer securities
to St. Gertrude is by electronic transfer. If your stock
is held at a broker, notify the broker that you wish to
make a gift of securities to St. Gertrude. Your broker will
need written authorization from you before they can make
the transfer. Be sure to tell them the name of the stock
that you want to transfer, the number of shares, and where
you would like your gift to be designated when it reaches
St. Gertrude.
COMPANY NAME: MERRILL LYNCH
DTC NUMBER: 5198
ACCOUNT NUMBER: 636-04193
ACCOUNT NAME: ARCHDIOCESE OF CINCINNATI
CONTACT NAMES: Ms. Erica Fangman/Merrill Lynch
(513) 579-3640
erica_fangman@ml.com
Mr. Matthew Dodds/Merrill Lynch
(513) 573-3732
matthew_dodds@ml.com
Ms. Annie Lipps/Archdiocese
(513) 421-3131 ext. 400
Mr. Dave Abele/St. Gertrude
(513) 561-5954 ext. 105
PLEASE BE SURE TO DESIGNATE ST. GERTRUDE PARISH AND
DONOR NAME ON THE TRAILER LINE WHEN WIRING STOCK.
You must send a copy of all instruction letters and donor
letters naming the donor, type and number of shares, and
St. Gertrude Parish to which the donation is made to Annie
Lipps and Dave Abele.
Contacts: Ms. Annie Lipps
Archdiocese of Cincinnati
100 East Eighth Street
Cincinnati, Ohio 45202
(513) 421-3131 ext. 400
(513) 421-6225 FAX
alipps@catholiccincinnati.org
Mr. Dave Abele
St. Gertrude Parish
7630 Shawnee Run Road
Cincinnati, Ohio 45243
(513) 561-5954 ext 105
(513) 561-0770 FAX
david_abele@yahoo.com
COMPANY NAME: GRADISON
DTC NUMBER: 799
ACCOUNT NUMBER: 14009812
ACCOUNT NAME: ARCHDIOCESE OF CINCINNATI
CONTACT NAMES: Mr. Ethan Stanley/Gradison
(513) 579-5903
Mrs. Lisa Mullen/Gradison
(513) 579-5007
matthew_dodds@ml.com
Ms. Annie Lipps/Archdiocese
(513) 421-3131 ext. 400
Mr. Dave Abele/St. Gertrude
(513) 561-5954 ext. 105
PLEASE BE SURE TO DESIGNATE ST. GERTRUDE PARISH AND
DONOR NAME ON THE TRAILER LINE WHEN WIRING STOCK.
You must send a copy of all instruction letters and donor
letters naming the donor, type and number of shares, and
St. Gertrude Parish to which the donation is made to Annie
Lipps and Dave Abele.
Contacts: Ms. Annie Lipps
Archdiocese of Cincinnati
100 East Eighth Street
Cincinnati, Ohio 45202
(513) 421-3131 ext. 400
(513) 421-6225 FAX
alipps@catholiccincinnati.org
Mr. Dave Abele
St. Gertrude Parish
7630 Shawnee Run Road
Cincinnati, Ohio 45243
(513) 561-5954 ext 105
(513) 561-0770 FAX
david_abele@yahoo.com
If your securities are not held at a broker (see Electronic
Transfer if they are) then you can hand deliver the certificates
directly to St. Gertrude or the Archdiocese of Cincinnati
(please notify St. Gertrude if delivered directly to the
Archdiocese). Endorsed certificate(s) must include a letter
(see sample below), noting your name exactly as it appears
on the certificates
NOTE: Please DO NOT mail endorsed certificates! Once the
certificate is endorsed, it is legal tender and can be exchanged
by anyone.
SAMPLE DONOR LETTER FOR DONATION OF STOCK TO ACCOMPANY
PHYSICAL STOCK CERTIFICATE
Date of Transfer
To Whom It May Concern:
With attached certificate(s), I (We), DONOR NAME(S), am
contributing NUMBER OF SHARES of NAME OF STOCK to St. Gertrude
Parish Offertory/Campaign.
Sincerely,
SIGNATURE
(NAME EXACTLY AS NOTED ON STOCK CERTIFICATE)
cc: St. Gertrude Parish Attn: Dave Abele
cc: Archdiocese of Cincinnati Attn: Annie Lipps
