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Gifts
of Stock and Mutual Funds Procedures
The
preferred way to give shares of stock
or mutual funds to GFA is to transfer
the shares to our Wachovia Securities
account.
-
If your shares of stock are in a
Wachovia Securities account, a direct
transfer can be made to:
Account
name: Gospel for Asia, Inc.
Account number: 3764-8370
- If
your shares of stock are with another
brokerage firm, a DTC transfer can
be made through:
National Investors Services Corp
Deliver to DTC Clearing #
0141
for Gospel for Asia
Wachovia Securities account
#3764-8370
- If
you have the stock certificate in
hand, you should:
A.
Endorse the back of the certificate
appointing Wachovia Securities as
attorney to transfer the certificate.
Leave BLANK the line regarding to
whom the certificate is being transferred.
B.
Sign the back of the certificate
exactly as the name(s) appear on
the front.
C.
Write a letter indicating that you
wish to donate ___ (number of shares)
of _________ (name of stock) to
Gospel for Asia's Wachovia Securities
account #3764-8370.
D.
Mail the certificate and letter
to the following address:
Jackie
Speth
Wachovia Securities
815 North Water Street
Milwaukee, WI 53202
-
If your mutual fund shares cannot
be transferred to Wachovia Securities,
Gospel for Asia has accounts with
several mutual fund investment agencies.
If we don't have an account with
the agency that handles your mutual
fund, we will open one. Then a transfer
can easily be made from your account
to our account, and we will redeem
the shares for use according to
your designation. Please contact
Kris Davis for information about
specific funds. Kris can be reached
at 1-800-946-2742. Please leave
voice mail if she is not in at the
time of your call. If you would
rather email Kris directly, please
fill out the form at the bottom
of this page.
- Very
Important: We sometimes receive
notification that gifts of stock
or mutual funds have come into our
account, but are unable to determine
whom the donor is, or how he or
she would like the proceeds spent.
To avoid this problem, on the day
of the transfer, please contact
Kris Davis at Gospel for Asia to
inform her of the name of the stock,
number of shares, date of the transfer,
and your designation for how the
proceeds from the sale of the stock
should be used (native missionary
support, where most needed, Bibles,
radio broadcasts, training, etc.)
Kris can be reached at 1-800-946-2742.
Please leave voice mail if she is
not in at the time of your call.
If you would rather email Kris directly,
please fill out the form at the
bottom of this page.
- After
we receive the gift of stock or
mutual funds, Gospel for Asia will
immediately liquidate the shares
and send you a Gift-in-Kind receipt.
This receipt lists the name of the
stock or mutual fund, the number
of shares, the date they were given,
and that no goods or services were
received in exchange for the gift.
Since the value of stocks and mutual
funds fluctuate so quickly, the
fair market value of your gift can
be determined from your statement
from your broker - the value of
the stock or mutual fund at the
time the transfer was made from
your account.
Kris
Davis is Gospel for Asia's planned giving
coordinator.
To
find out more about giving gifts of
stock, mutual funds, cash, or other
assets, please use this form to contact
Kris.
PhilanthroCorp
will not give your personal information
or e-mail address to anyone.
Your privacy is completely respected.
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