Instructions for Donation of Stock
When It Is Held in Street Name
(By Broker) for the Donor

1. Complete the Authorization Form for transfer of stock from your account to the account of United Methodist Foundation, Inc., Raleigh, North Carolina. In most cases, the transfers are sent to the Foundation’s Smith Barney account. The Foundation does have accounts with other brokers, and if not, an account will be set up as soon as the Foundation is aware of your intended stock transfer.
    
2. Complete the Memorandum of Intention. On this Memorandum, please enter the name of the Charity which will ultimately receive the benefits of your donation. If there is a specific cause or instruction (such as to a Building Fund, etc.), please indicate this information on the Memorandum.
    
3. Send the original of the Authorization Form to your broker and send a copy to United Methodist Foundation, Inc. It is advised to use Registered or Certified Mail, return receipt requested to return the documents.
    
4. If you have questions, please call the Foundation at the number listed below.

Summary:

Mail To UMF:

• Copy of Authorization Form
• Original of Memorandum of Intention

Mail to Broker:

• Original of Authorization Form

Related Downloads (PDFs):

1. Instructions - Stock Held In Street Name By Broker

2. Authorization Form

3. Memorandum of Intention

Download all 3 in one PDF file.
 

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