Stock Transfer Notification Form

Thank you for completing this notification form to let Outer Banks Community Foundation know of your intent to transfer a gift of stock.

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 *

Email Address *

Gift Information

I would like to direct my gift to:

Unrestricted (where it is most needed)

Please contact me to discuss a potential fund to receive the gift

Other Fund (Please indicate in comment box below)

Option 3

Option 4

Option 5

Gift Type:

Stock

Mutual Fund

Additional information about this gift:

Electronic stock transfer options may be available, and will vary from broker to broker. Clients with online accounts can often make transfers this way; others will need to reach out to their brokers for assistance.

Charity's Information

Charity's Legal Name: *

Charity's Tax ID: *

Charity's Address: *

Charity's Email Address: *

Charity's Phone Number: *

Charity's Broker Institution: *

Charity's Broker Institution Address: *

Charity's Account Name: *

Charity Brokerage Account Number: *

Charity's Electronic Transfer Number (DTC): *

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: This notification form is not a receipt for your charitable donation. We will send you an acknowledgement after we have received your gift. 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.

First Name

Last Name

Comments

Thank You

Thank you for your interest in supporting Outer Banks Community Foundation.

One of our gift planning representatives will contact you to discuss your charitable plans.

Let us help you with your gift plans

Physical: 704 S Hwy 64/264
Manteo, NC 27954

Mail: P.O. Box 2299
Manteo, NC 27954

Phone: (252) 423-3003
EIN: 58-1516313
Contact Us

Mission

The Outer Banks Community Foundation helps meet local needs across Dare County and the entire Outer Banks. We manage charitable funds for individuals and agencies, and we target grants and scholarships toward our community's most pressing needs and promising opportunities.

Legacy Giving