First Presbyterian Church Bend, Oregon

MAKING A GIFT OF STOCK

 

To transfer stock electronically

Deliver to:

  • Raymond James: 25 NW Irving Avenue, Bend, OR 97703
    • DTC#:                                 0725
    • Account No.:                      128MB556
    • Reference:                          First Presbyterian Church, Bend
  • First Presbyterian Church’s Tax ID # is 93-6015570

Please contact the Zivney Financial office at 541-330-7590 with any questions or provide your investment advisor with this form.

 

To ensure that your transfer is processed correctly

Please email Patrice Pease at [email protected] at least one day prior to initiating the transaction, with

  • Name, e-mail address, phone number, and DTC# of your broker
  • Name of stock
  • Number of shares
  • How to apply the donation – i.e. general fund, building fund, etc

 

No donor information accompanies electronic transfers of stock.

If you do not notify us or our broker in advance, we will not know that you are a donor.

Thank you!