To gift securities to Assumption B.V.M. Parish your broker or financial advisor will want you to sign a letter of intent with information regarding what securities you want to gift, to whom the securities will be gifted, where to send the securities, etc. The brokerage may have their own form for you to sign. For an example of such a letter with the pertinent information to gift securities to Assumption B.V.M. Parish please refer to the document below Gifting Securities Letter to Brokerage.
Send a message to the Diocese and the Parish alerting them that they will be receiving the securities and instructing them on your wishes for distribution. The Archdiocese will receive the securities in their account with McCloskey Financial Group Wells Fargo Securities and will instruct Wells Fargo to sell the securities. The Archdiocese will then have the cash distributed per your wishes and send you a confirmation message regarding the sale of the securities and the sales price. For an example of such a message go to Gifting Securities Letter to Archdiocese.