Maria Ibrarra NEW

Maria S. Ibarra

Financial Gifts Admin Assistant

Gifts of Securities

(including Stocks, Bonds, Mutual Funds, etc.)

A donation is initiated by the donor contacting the financial institution presently holding the securities. It will usually require a signed letter or fax, and you will need to provide your broker with the issue (e.g., XYZ common stock), the number of shares you wish to transfer, and the Church’s brokerage account number and account name. St. Andrew’s account information can be obtained by contacting either:

Maria S. Ibarra, Financial Gifts Administrative Assistant
St. Andrews Presbyterian Church
5308 Buffalo Speedway
Houston, Texas 77005
(713) 667-1703 x230
[email protected]

– or –

Virginia Hodge, Vice President – Investments
UBS Financial Services
1000 Main St., Suite 2600
Houston, Texas 77002
713-654-4710
800-553-3119
713-654-0340 fax
[email protected]

If you are making a gift at the end of the taxable year, please allow adequate time to ensure that your account is credited in the year that you intend to report the donation. For most years this deadline is December 15th.

Please be sure to notify Maria S. Ibarra in advance of the pending securities transfer transaction and what you would like the contribution to be credited toward so that can ensure that it clears in a timely manner and is properly credited as you wish.

Like other donations, all gifts of securities will be reflected on a giving statement sent out at the end of the quarter.

St. Andrew’s Presbyterian Church is a recognized charitable 501(c)(3) organization under the U.S. Internal Revenue Code. Your contributions may be tax deductible. Please consult your Tax advisor for further information.