Stock Transfer Notification Form

Thank you for your interest in transferring a gift of stock to Hebrew Free Loan. You will be required to initiate the transfer with your broker and complete any necessary forms with your financial institution.

* Required fields

Personal Information

Donor Name

Address

Phone

Choose a Gift Type

Stock

Mutual Fund

How Would You Like Your Gift to Impact?

Describe Any Special Requests Related to This Gift.

Gift of mutual form opened below

Gift of stock form opened below

For gifts of stock:

Broker Name

Broker's Institution

Broker's Phone

Broker's Email

Stock Name/Ticker Symbol

Number of Shares

Expected Date of Transfer

For gifts of mutual fund:

Please contact us for more information on a transfer of mutual funds. We will do our best to assist you with instructions for this gift.

Name of Mutual Fund:

Organization's Information

Organization's Legal Name:

Organization's Tax ID:

Organization's Address:

Organization's Email:

Organization's Phone Number:

Organization's Broker Institution:

Organization's Account Name:

Organization's Brokerage Account Number:

Organization's Electronic Transfer Number (DTC): #0164 Code 40 (If you are making a transfer from a Schwab account, you will not need the DTC Clearing part, just a letter of instruction for a transfer from your account to the Hebrew Free Loan account)

Instructions for transfers by certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

Please note: Your notification form is not a receipt for your charitable donation. We will send you a receipt that includes a valuation of your gift once we've received it. The value of a charitable gift of stock is determined by the average between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. The date of the gift is the date the charitable organization receives the asset. Consult your broker for more information on the timing of the transfer.

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