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It feels good to give back. It feels even better when you can also avoid capital gains tax.

Firstname
transferringFirm

Information for Stocks and Bonds Transfers

Receiving Institution Account Number:

Account Title/Registration:

Representative:

Mailing Address:

Name of Receiving Institution:

DTC Number:

Reference: 

010033300597

Jefferson Bank FBO San Antonio Area Foundation Custody/122000

Shawn Hughes, shughes@jeffersonbank.co

1777 NE Loop 410, Ste 101, San Antonio, TX 78217

Fifth Third Bank

2116

giftDesignation

We will be on the lookout for the following transfer:

Donor Name:

Designation:

Ticker:

Estimated Shares or $:

Date of Transfer:

Transferring Firm:

Contact Name:

firstname
lastname
giftDesignation
tickerSymbol
estimatedShares
expectedDateTransfer
transferringFirm
brokerageAdvisor

Expertly Invested, Compassionately Aligned

Rest assured that your gift is in expert hands. Like you, we appreciate smart investments. Explore the three portfolio options we offer.

It feels good to give back. It feels even better when you can also avoid capital gains tax.

Firstname
transferringFirm
nameTransferringFirm

Information for Stocks and Bonds Transfers

Receiving Institution Account Number:  010033300597

Account Title/Registration:  Jefferson Bank FBO San Antonio Area Foundation Custody/122000

Representative:  Shawn Hughes, shughes@jeffersonbank.com

Mailing Address:  1777 NE Loop 410, Ste 101, San Antonio, TX 78217

Name of Receiving Institution: Fifth Third Bank

DTC Number:  2116

Expertly Invested, Compassionately Aligned

Rest assured that your gift is in expert hands. Like you, we appreciate smart investments. Explore the three portfolio options we offer.

Lisa Brunsvold
Vice President, Development and Donor Services

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