Donate Stock The gift of stock and other securities is an easy way to benefit ministries supported by the Children At Heart Foundation. Gifts of stock and other securities may be made directly to the Children At Heart Foundation. A gift of appreciated stock is often more beneficial than cash, since the donor is eligible for a Charitable Income Tax Deduction for the fair market value of the stock and does not have to pay capital gains tax on the sale of the stock by the charity. The procedure for transferring stock depends on how the stock is held by the donor. Stock certificates should be delivered or mailed to the Children At Heart Foundation. A certified stock power certificate should also be delivered or mailed separately from the certificate. Stock held in street name by a broker can be transferred electronically. Here are some of the forms you will need to accomplish the transfer: Sample Letter to Broker (13.5 KB)
Stock Power (25 KB)
Gift Form (19.8 KB) The electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. However, you may also transfer certificates directly. It is very important that the Children At Heart Foundation be notified before a stock transfer, as the name of the donor is generally omitted in the transfer. Special instructions are generally needed for mutual funds and other securities. Please follow the steps below and use the forms above to donate stock. Step 1: INITIATE TRANSFER There are three common methods of gifting Securities to Children At Heart Foundation. The first is electronic transfer through which your broker can transfer shares using the Children At Heart Foundation DTC number. The second is to personally deliver stock certificates to the Children At Heart Foundation office. The third is to mail the paper certificates to Children At Heart Foundation. If you use the electronic transfer method, you must contact your broker to initiate the transfer. Your broker will likely require the Sample Letter to Broker to authorize the transfer. NOTE: Certificates already registered in the name of Children At Heart Foundation do not require the stock power for execution of the transfer. Step 2: METHOD OF DELIVERY Choose the available brokerage account (listed below) for accepting electronic transfers or you may choose to deliver or mail certificates: A. SECURITIES DELIVERED ELECTRONICALLY Donate your stock through our Round Rock Edward Jones Broker:
Edward Jones, Inc.
P.O. Box 1303
Round Rock, Texas 78680
DTC Number: 0057
Account Name: Children At Heart Foundation (Tax I.D. Number 74-3007363)
ACCT Number: 209-13097-1-2
Phone Number: (512) 255-9700 You may also donate your stock to the Children At Heart Foundation account through the Baptist Foundation of Texas account at UBS Financial Services, Inc.:
UBS Financial Services, Inc.
5080 Spectrum Drive, Suite 1000 West
Addison, TX 75001
DTC Number: 0221
ACCT Name: Baptist Foundation of Texas (for further credit to Children At Heart Foundation)
ACCT Number: PE-02188 DM B. SECURITIES DELIVERED TO FOUNDATION OFFICE OR MAILED You may choose to deliver your certificates(s) to the Children At Heart Foundation Office or mail your UNENDORSED certificate(s) in one envelope and your stock power and authorization letter in a separate envelope. If you mail please send by registered mail, to:
Children At Heart Foundation
Attn: Don Cramer, VP/COO
1301 N Mays
Round Rock, TX 78664-2945 Step 3: NOTIFICATION OF DONOR INTENT Regardless of the method chosen to deliver a gift of stock, the donor or the transferring broker must provide the following information, for audit and acknowledgment purposes: • Donor's name and complete address
• Name and number of securities transferred
• Name of brokerage house shares will be transferred to (Edward Jones or UBS Financial)
• Date of the transfer
• Specific designation of gift if any (Gifts may be designated for Gracewood, Miracle Farm, STARRY or Texas Baptist Children’s Home. All undesignated gifts will be used for all ministries or where needed most.) Communicate the above information to:
Children At Heart Foundation
Attn: Don Cramer, VP/COO
1301 N Mays
Round Rock, TX 78664-2945
E-mail: don.cramer@cahgift.org
Phone: (512) 255-3668
Fax: (512) 388-8257
Please call if you have questions. Thank you for investing in the lives of children through Children At Heart Foundation.
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