Stocks or Securities Gifts

Learn more below.

NOTICE OF INTENT TO TRANSFER STOCK

To make a gift of stock and/or mutual fund shares to the Newman Center, please complete this form to ensure your donation is properly allocated. Then, use the following information to initiate a transfer with your financial services firm.

Name of Receiving Financial Institution: UBT - Union Bank & Trust
Union Bank & Trust Account Receiving the gift: St. Thomas Aquinas Church-Newman Center
Account Number for the Newman Center: 5642001
St. Thomas Aquinas Church-Newman Center Tax ID #47-0464308

This form will be forwarded to you upon completion.
Donor Information: 
Beneficiary Information:

Beneficiary Name(s): Newman Center - St. Thomas Aquinas Church
Beneficiary Address: 320 N. 16th Street
Beneficiary City/State/Zip: Lincoln, NE 68508
Beneficiary Telephone: (402) 770-1509
Gift Information:
Transferring Broker Information:
Disbursement of Proceeds: 

Deposit funds into the below Union Bank account
Account Type: Checking
Account Name: St. Thomas Aquinas Church - Newman Center
Account Number: 5642001

(All shares will be redeemed once received and process will be disbursed upon settlement.)
Send completed form to: gifting@ubt.com or fax to (402) 323-1105 (Attn: gifting)
If you plan on gifting mutual funds, please call (402) 323-1541 or email gifting@ubt.com
Stock Transfer (DTC) Instructions for Union Bank & Trust
DTC Eligible Securities 
DTC #2067
Agent Bank #59527
Institution #59527
FFC: Account #9982 / (Beneficiary Name) / (Donor Name)
Submit
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