Archdiocese of Chicago
Archdiocesan Bank / Parish Investments
Department of Financial Services

Stock Donation Procedures

Stock donation delivery instructions have changed.
Our broker is still William Blair & Company and National Financial Services (NFS) will provide custody and clearing services. Please see the tab titled "Stock Donation Procedures" for delivery details.

GENERAL STOCK DONATION PROCEDURES
Stock/Mutual Fund Donation Procedures with Letter of Intention
Stock Letter of Intention
Irrevocable Stock/Bond Power

ANNUAL CATHOLIC APPEAL STOCK DONATION PROCEDURES
Annual Catholic Appeal Stock/Mutual Fund Donation Procedures with Letter of Intention
Annual Catholic Appeal Stock Gift – Letter of Intent

TTWCI STOCK DONATION PROCEDURES
TTWCI Stock/Mutual Fund Donation Procedures with Letter of Intention
TTWCI Stock Gift - Letter of Intention
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