(Date) Archdiocese of Atlanta Attn: Mary Ann Brown 2401 Lake Park Drive, SE Smyrna, GA 30080-8862 Dear Ms. Brown: This letter is to advise you of my intent to gift shares to the Archdiocese of Atlanta from my mutual fund as follows. The fund is held through my brokerage account at (Broker Name).
Name of the fund family: The exact name of the fund: The fund number if applicable: The cusip number of the fund (if known): Class of shares if applicable: Number of shares to be gifted (not the dollar amount):
Please let me know when an account in the Archdiocese of Atlanta’s name has been setup and I will advise my broker to transfer the shares. Sincerely, (Donor’s Name) Optional Attachment: Copy of mutual fund statement with account balance information deleted out.