First Presbyterian Church Bend, Oregon
MAKING A GIFT OF STOCK
To transfer stock electronically
- 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.