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Asset Transfer Instructions
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The following are detailed instructions for giving various kinds of assets to your NHCCF Giving Fund or NHCCF Legacy Fund.  If you have any questions about creating a Fund or transferring assets, please call us at 419-873-4673.


Cash and Wire Transfers

  • Make checks payable to NHCCF.  Indicate the Fund number to which your contribution is to be credited.  Mail checks to New Hope Christian Community Foundation; 1500 N. Superior Street, ste. 001; Toledo, OH 43604.
  • For wire transfers, download and submit our wire transfer form from the Forms & Reports section of our website (see left-bar link).


Publicly traded stock
(on deposit in your brokerage account)

  • Download a Letter of Authorization for Stock Transfers from the Forms & Reports section of our website (see left bar link). Submit the original Letter of Authorization to the firm currently holding your shares. Fax (or mail) a copy of the letter to NHCCF at 419.727.9921.
  • If your shares are held at Computershare, please contact Computershare and request your shares in certificate form. Computershare will send you a certificate, and then follow the instructions below for publicly traded stock certificates.


Publicly traded stock certificate(s)

  • Endorse the certificate(s) by writing "National Financial Services LLC" between the words "appoint" and "attorney" in the space provided on the back of each certificate.  Date and sign the certificate exactly as your name appears on the front of the certificate. Or, in lieu of endorsing the certificate, download a Stock Power from the Forms & Reports section of our website (see left-bar link) and complete it. 
  • Download a Certificate Release Request from the Forms & Reports section of our website (see left-bar link).  List the name of the stock and the number of shares that the certificate represents.  Print and sign your name exactly as your name appears on the front of the certificate.
  • Deliver the certificate and Stock Power (if used) along with the Certificate Release to NHCCF.  We suggest overnight service or USPS return receipt requested.
  • If you wish to have the certificate registered prior to gifting, please have the transfer agent register it in the name of "National Christian Charitable Foundation, Inc."


Mutual funds

  • NHCCF maintains accounts at most of the major brokerage firms for the purpose of facilitating the transfer of mutual fund positions. Please choose the appropriate form from the Forms & Reports section of our website (see left bar link). If your mutual funds are held at a brokerage firm other than the ones listed, check with your broker to see if the funds are transferable. If they are, please use the Fidelity form. If they are not transferable, please contact us at 419-873-4673.


Restricted or privately held stock certificate(s)

  • Please contact NHCCF for further information at 419-873-4673.


Closely-held business interests

  • Please contact NHCCF for further information at 419-873-4673.


Retirement Plan Interests

  • Complete a Designation of Beneficiary Form within your retirement plan, and note that written consent from your spouse may also be required. 
  • Please contact NHCCF for further information at 419-873-4673.


Personal property

  • Please contact NHCCF for further information at 419-873-4673.


Real estate

  • Please contact NHCCF for further information at 419-873-4673.


It's always a good idea to seek legal and tax advice from your professional advisor(s).

 

 

 

Giving homes to orphans ... just one of the many ways that individuals and families are furthering the Gospel of Jesus Christ by giving through NHCCF.

 
 
NHCCF Giving Funds are managed and administered
by
Copyright 2008