Stock Donation

Follow these steps to transfer stock to All Souls.

Step 1: Before transferring stocks or mutual funds to the church, complete and submit this form to notify our executive director and financial controller. Please provide all of the information requested.

Step 2: Instruct your broker to transfer stock to

  • Broker Name: Fidelity

  • Account Name: All Souls Church, Unitarian

  • Account Number: Z66-240133

  • DTC Number: 0226