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Stock Transfer Intention Form

It's simple to make a gift of stock to Marmion!

We will receive basic information about your intentions, so we can lend any assistance and credit your gift when it arrives.

Steps:

  1. Fill this form out and we will contact you.
  2. Make sure you contact your broker to initiate the actual transfer.

Notes:

  • Our office can help you walk through the possibilities for gift designations.
  • For security reasons, we do not ask for your account number over the Internet.

Bolded items with an asterisk (*) are required fields.

Donor Information

Broker/Stock Information

Special Instructions to Broker

Gift Designation Information

Gift designation options

 

Marmion Academy

1000 Butterfield Rd. Aurora, IL 60502 | (630) 897-6936

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