Stock Transfer Instructions

Transferring Stock

 

Broker Transfer (Preferred Method)

We have accounts with several major firms and are happy to work with your personal broker.

Transfer information is available below. 

 

Valuation and Acknowledgment of Your Gift

 

We use the mean of the high and low of a security on the date of transfer to determine the value of your gift in accordance with Internal Revenue Service regulations. You will receive an acknowledgment letter to use for tax purposes. The letter will state the valuation of the gift and confirm into which fund or funds your gift has been placed.