Donation of Stocks, Securities and IRAs

  • Please complete the Securities Transfer Request form found HERE (attached pdf of securities form) and send it to your broker or financial adviser.
  • Please also send a copy of the completed form to Patricia Trebe, Chief Development Officer at ptrebe@sertomastar.org, fax to (708) 755-8047, or mail to this address:

Sertoma Star Services
Development – Attn: Patricia Trebe
1005 West End Avenue
Chicago Heights, IL 60411

For Sertoma Star Services to properly credit the gift, it is important that you or your broker notify us of the gift and its intended purpose and that the broker reference your name in the DTC transfer instructions which are included on the Securities Transfer Request Form.