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The form facilitates the collection of essential donor contact information, specifies the security details including the number of shares and the purpose of the gift, and provides clear procedural instructions for electronic or physical asset transfers. It includes necessary brokerage details such as the Fidelity account number and the institution's tax identification number to ensure accurate processing of charitable donations by the development office.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/stock-or-mutual-fund-donation-letter-of-intention/288240/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/stock-or-mutual-fund-donation-letter-of-intention/288240.png","ImageObject",442,249,{"name":88,"@type":89},"Mia  ","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-24","2026-09-17",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What information must I provide to donate stocks or mutual funds?","Question",{"text":108,"@type":109},"You need to provide your contact details, the number of shares being donated, the name of the security, and designate if the gift is unrestricted or for a scholarship.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How can I transfer securities to the University of St. Mary of the Lake?",{"text":113,"@type":109},"Securities can be transferred electronically using the provided Fidelity account information, by registered mail, or via in-person delivery.",{"name":115,"@type":106,"acceptedAnswer":116},"Who should I contact if I have questions regarding my donation?",{"text":117,"@type":109},"For assistance, you can contact Jim Jarocki at 847-970-4841 or Sandi Seidl at 847-970-4816, or email stockgifts@usml.edu.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},288240,1790208481,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},687207024478,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","STOCK or MUTUAL FUND DONATION-Letter of Intention  \nPlease complete this form foryour STOCK or MUTUAL FUND donation. Complete separate forms for gifts with multiple stocks, mutual funds, and/or programs.  \nFor further assistance or questions: Jim Jarocki 847-970-4841  \nSandi Seidl 847-970-4816  \n[stockgifts@usml.edu](stockgifts@usml.edu)  \nYour Broker:    \nFrom: (please print) Donation Date:    \n\n| Donor Name(s): |  |\n| --- | --- |\n| Address: |  |\n| City, State, Zip: |  |\n| Telephone: |  |\n| Email Address: |  |\n\nPlease accept our gift of:   shares of    \n\\# of shares Name of Security  \nto be credited to the University of St. Mary of the Lake for the benefit of:  \n Unrestricted gift  \n Scholarship  \nREQUIRED: Send this form via one of these methods:  \nEmail:  [stockgifts@usml.edu](stockgifts@usml.edu)  \nRegular U.S. Mail: University of St. Mary of the Lake  \nDevelopment Office – Stock Donations 1000 E. Maple Ave  \nMundelein, IL 60060-1174  \nFax Number: 847-566-7330  \n\n| Special Instructions: |  |\n| --- | --- |\n| Other Information: |  |\n\nSECURITIES & STOCK DONATION-Transfer Information  \nYou may transfer securities electronically, by registered mail, or via in-person delivery.  \nTo transfer the securities electronically, provide your bank or broker the following transfer instructions:  \nBroker: Fidelity Investments  \nProcessor: National Financial Services – DTC \\#0226  \nFidelity Account Number: Z26-292755  \nSt. Mary of the Lake Seminary  \nFor the benefit of (F/B/O): University of St. Mary of the Lake  \nAdditional information your bank or broker may need:  \nSt. Mary of the Lake Seminary Tax ID: 36-2171077  \nFor further assistance or questions:  \nOr email:  \nJim Jarocki 847-970-4841 Sandi Seidl 847-970-4816  \n[stockgifts@usml.edu](stockgifts@usml.edu)","cbCaimoaGdcXYzWb","https://ap.wps.com/l/cbCaimoaGdcXYzWb","pdf",161702,"English","# Donor Information\n## Donation Details\n## Submission Methods\n# Transfer Information\n## Brokerage Instructions","[{\"question\":\"What information must I provide to donate stocks or mutual funds?\",\"answer\":\"You need to provide your contact details, the number of shares being donated, the name of the security, and designate if the gift is unrestricted or for a scholarship.\"},{\"question\":\"How can I transfer securities to the University of St. Mary of the Lake?\",\"answer\":\"Securities can be transferred electronically using the provided Fidelity account information, by registered mail, or via in-person delivery.\"},{\"question\":\"Who should I contact if I have questions regarding my donation?\",\"answer\":\"For assistance, you can contact Jim Jarocki at 847-970-4841 or Sandi Seidl at 847-970-4816, or email stockgifts@usml.edu.\"}]","Stock or Mutual Fund Donation - Letter of Intention | PDF",1789633272]