Separately Managed Account gift notification form

Use this form to notify NCF when you’re making a gift of stocks, mutual funds, or cash to a Separately Managed Account (SMA). Providing the gift details helps our team identify and process your gift appropriately.

When you’re finished

Send your completed form to NCF’s SMA team at sma@ncfgiving.comopens in a new tab or fax it to (888) 427-2864.opens in a new tab