LOI (letter of intent) for giving stocks and mutual funds
See instructions
Instructions
Use the below LOI (letter of intent) to inform National Christian Foundation (NCF) of your decision to make a contribution of publicly traded securities, such as stocks, mutual funds, and/or cash through your brokerage account.
Please note that, if you are sending physical stock certificates or stock held at a transfer agent (e.g., Computershare), you must complete the stock certificate or transfer agent gifting form found on our forms page. Please contact your financial institution to request their required procedures and forms and to provide them with the delivery instructions found below.
Note: Individual circumstances vary. Please consult your tax advisor regarding your situation. Gifts from other tax-exempt organizations are not deductible.
1. Initiate the transfer with your broker
To transfer stocks or mutual funds that are being held electronically, contact your financial institution and provide the information with the instructions below. Include the giver’s name and fund number in the memo/notes section of the transfer request on all deliveries.
We recommend in-house transfers if you have a Fidelity, Schwab, or Merrill Lynch account. If you are with another broker, please transfer to our Fidelity account. Please deliver all Depository Trust Company (DTC) eligible securities to the account name – National Christian Charitable Foundation Inc. – using one of the brokerages listed below:
- Fidelity Acct #: 479-048720 (DTC 0226)
- Schwab Acct#: 6595-8708 (DTC 0164)
- Merrill Lynch Acct#: 210-04116 (DTC 8862)
Note: If your mutual funds are held at a brokerage other than the ones listed, please check with your broker to see if the funds are transferable. If they are not transferable, please contact NCF.
2. Notify NCF of your transfer
Please complete the form (linked below) and send to NCF via email, mail, or fax. It can be printed, completed, and signed by hand, or you can type directly into the fields, sign electronically, and save to your computer before sending to NCF.
Email*
Mail or overnight delivery
- National Christian Foundation
- ATTN: Contribution Services
- 1150 Sanctuary Pkwy, Suite 350
- Alpharetta, GA 30009
Fax
Note: If we do not receive proper notification of a gift, the gift will be placed into a suspense account. If the gift remains unidentified despite NCF’s good faith efforts to match it with your gift, the gift will be placed into the general fund for NCF.
3. Confirm your transfer
NCF cannot initiate a transfer on your behalf. Transfers must be initiated by your financial advisor or broker. Please confirm with your broker or advisor that your gift has been transferred from your account to NCF’s account.
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