Instructions for Donation of Stock
When the Stock Certificate Is Held by the Donor

1. Complete the Donor Letter which states that you have delivered the stock certificates to United Methodist Foundation, Inc. Enter the information about the stock which is requested on the form. Sign the Letter.
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. Sign the Irrevocable Stock or Bond Power form after entering only the information in the spaces highlighted. PLEASE NOTE: Your signature must appear the same as your name is printed on the stock certificates(s) and your signature must be guaranteed. Your bank can provide this signature guarantee if you will inform them that it must include the “Green Medallion Stamp.”
4. Do not fill out anything on the back of the stock certificate. Do not sign the back of the stock certificate. This will be completed at our office.

PLEASE NOTE:

For security reasons, it is extremely important to send the stock certificates separately from the other paperwork. For both envelopes, it is advised to use Registered or Certified Mail, return receipt requested.

Envelope A:

• Donor Letter
• Memorandum of Intention
• Stock/Bond Power

Envelope B:

• Stock Certificate(s)

Related Downloads (PDFs):

1. Instructions - Certificates Held by Donor

2. Donor Letter

3. Memorandum of Intention

4. Irrevocable Stock or Bond Power Form

Download all four documents in one PDF file.
 

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