Stocks & Bonds Form Submission < San Antonio Area Foundation

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

Firstname

transferringFirm

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

Reference:

giftDesignation

Donor Name:

firstname

lastname

Designation:

giftDesignation

Ticker:

tickerSymbol

Estimated Shares or $:

estimatedShares

Date of Transfer:

expectedDateTransfer

Transferring Firm:

transferringFirm

Contact Name:

brokerageAdvisor

Once we receive your generous gift, you can expect us to send you a tax receipt within 2 business days.

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

Firstname

transferringFirm

nameTransferringFirm

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

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

Take 20 seconds to complete this form. We’ll be in touch.