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 scan and email to your broker, if this is acceptable) to transfer the stock to Pershing LLC 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 Byline Bank, 820 Church Street, Evanston, 60201, attention Sean Cavanagh. The phone number is (847) 779-8331. This letter should indicate that X shares of Y company stock were transferred to Pershing LLC 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 the stock is sold, 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 mailbox in the church office. You may also email the letter to: scavanagh@bylinebank.com and to trinitytreasurer367@gmail.com

Examples:
To Your Broker:
Please transfer X shares of Y company stock from my account [insert your account number] to Pershing LLC Account DTC 0443 for credit to account ABM-280025 First Bank and Trust of Evanston. Please notify me when the transaction is complete. Thank you.
Sign your name
Mail or scan and email these instructions to your broker

To Byline Bank:
Byline Bank
820 Church Street
Evanston, IL 60201
Attention: Sean Cavanagh

Dear Mr. Cavanagh,
This letter is to inform you that X shares of Y company stock were transferred to Pershing LLC 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
Please mail this letter or email this letter to both Mr. Cavanagh and Trinity’s Treasurer. Email addresses are: : scavanagh@bylinebank.com and to trinitytreasurer367@gmail.com

Make a copy of this last letter and place it in the Treasurer’s mailbox 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 and/or your pledge. The Treasurer will inform you when the stock was received and the amount of the transaction.

Updated 09-30-2019