Leave a Lasting Impact
Here’s how to donate stock in two easy steps:
STEP ONE: TRANSFER STOCK
Send your stockbroker or financial adviser the transfer information below. If you would like to be sent a sample letter, email firstname.lastname@example.org.
OLHSC Broker: Handled by Morgan Stanley, Elizabeth Dryer financial advisor to OLHSC, 513-852-4457
DTC Number: 0015
Account Name: Our Lady of the Holy Spirit Center (Tax I.D. Number 65-0176544)
Account Number: 816022729 (317)
STEP TWO: NOTIFY OUR LADY OF THE HOLY SPIRIT CENTER
To confirm the proper crediting of your stock donation, please contact OLHSC or have your broker contact us to notify us that the transfer is under way. Please send the gift information below to email@example.com or questions, please contact Judy Zarick at (513) 351-9800 ext. 334.
Please provide the following information:
Date of stock transfer
Number of shares
Name of stock
Correct spelling of your name
Your complete mailing address