Instructions for Making Security Gifts
Instructions for Giving Stock
Please alert firstname.lastname@example.org a gift is being transferred, as stocks arrive in our account without identification. Include your name, mailing address for tax receipt and purpose of gift, including if it is a payment on a pledge.
The most valuable gifts are undesignated and support CARE’s overall mission to defeat poverty. These gifts allow flexibility for responding to the most urgent needs. However, CARE will accept gifts designated to a specific purpose. To ensure CARE’s capacity to honor a designated gift, contact us email@example.com.
DONATE APPRECIATED STOCK
Please Note: If you wish to donate mutual funds, see below
DTC 0955 / Institution 20955
Beneficiary Account Number: 7 9 1 6 1 0 0 5 8 4 5 0 3 1
Beneficiary Name: CARE USA
Originator to Beneficiary Information (OBI): Donor Name
DONATE MUTUAL FUNDS
To initiate transfer, notify your broker/ financial institution of the impending transfer request, which will come from US Trust and, email the information below to firstname.lastname@example.org
- The symbol and name of the mutual fund
- The number of shares being delivered (gifted)
- Name of Brokerage firm as well as their Broker number of the institution delivering the shares
- A contact (phone and email) at the Brokerage that CARE USA’s custodian (US Trust) may reach out to for the required BIN numbers
- Name of the donor
* Please Note: Donation of mutual fund shares can take as long as 2 to 3 weeks to process
DONATE Physical Stock Certificates
Register physical stock certificates as follows: “US Trust, NA as Custodian, fbo CARE USA.” If the certificate is registered in your name, leave the other side blank with no signature and no assignment, and sign a blank stock power. Your signature on the stock power must be medallion guaranteed. Apart from your signature, do not complete any information on the stock power.
Send certificate and stock power in separate envelopes to:
121 SW Morrison St. 12 Floor
Portland, OR 97204
EIN/tax ID number: 13-168-5039