Stock Gift Notification Form

Thank you for your generous gift to Holy Family Passionist Retreat Center!

To ensure we properly acknowledge your stock gift and send your tax receipt promptly, please complete this form before you initiate your stock transfer.

Questions? Contact Dawn Fleming 203-232-0444 or dfleming@holyfamilyretreat.org

Stock gifts are typically valued at the mean of the high and low trading prices on the date of transfer. You will receive a tax receipt reflecting this value within 30 days of receiving your gift.