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Electronic Transfer of Stock or Securities

By using electronic transfer 100 percent of the value of the stock is transferred versus paying a broker commission. If your stock is held at a broker, notify the broker that you wish to make a gift of securities to the Sisters of the Holy Cross, Inc. (our legal title). Your broker will need written authorization from you before the transfer can be made. Include the name of the stock, the number of shares you are transferring and your designation for the use of the funds by the Congregation.

After authorizing the transfer, ask your broker to contact the Sisters of the Holy Cross Investment Services Office at (574) 284-5578. Our office will give your broker complete transfer instructions. 

Please Note: Transfer instructions change from year to year. Even if you have donated securities in the past, be sure your broker contacts our Investment Office BEFORE the transfer is made. We hope to prevent any transfer problems from occurring.