Instructions for Transfer of Stock to Trinity Lutheran Church Evanston

Trinity Member:
There are two things you need to do to donate stock or other securities to Trinity successfully. If you need help with this process, please contact the Financial Secretary or the Treasurer.

1. Send written instructions either by regular mail or email to your broker to transfer the stock to Pershing Account DTC 0443 for credit to account ABM-280025 First Bank and Trust of Evanston. Do not mention Trinity in this instruction.

2. Send another letter to First Bank and Trust of Evanston, 820 Church Street, Evanston, 60201, attention Paul Kogol. The phone number is (847) 733-7400. This letter should indicate that X shares of Y company stock were transferred to Pershing Account DTC 0443 for credit to account ABM-280025 First Bank and Trust of Evanston and that the proceeds from this stock are for the benefit of Trinity Lutheran Church Acct. No. 4042603. When First Bank and Trust receives the money from the sale of the stock, the bank will move the proceeds to Trinity’s account based on this instruction letter. Please make a copy of this letter and place it in the Treasurer’s mail box in the church office.
Examples:

To Your Broker:
Please transfer X shares of Y company stock to Pershing Account DTC 0443 for credit to
account ABM-280025 First Bank and Trust of Evanston. Inform me when the transaction is
complete. Thank you.

Sign your name and the ID of your account with your broker.

To First Bank and Trust:
First Bank and Trust of Evanston
820 Church Street
Evanston, IL 60201
Attention: Paul Kogol

Dear Mr. Kogol,

This letter is to inform you that X shares of Y company stock were transferred to Pershing
Account DTC 0443 for credit to account ABM-280025 First Bank and Trust of Evanston.
The proceeds from the sale of this stock are for the benefit of Trinity Lutheran Church, 3637
Golf Road, Evanston, IL 60203, account number 4042603.

Sign your name
Make a copy of this last letter and place it in the Treasurer’s mail box in the church office. Please designate how you want the funds to be used. If no designation is given, they will be applied to the General Fund or your pledge. The treasurer will inform you when the proceeds are placed in Trinity’s account and the amount of the transaction.
Updated 11-21- 2017