Gifting securities held by a transfer agent

Description

Use this form if you’d like to give publicly traded securities that are held directly with a transfer agent, such as Computershare or BNY Mellon, rather than in a brokerage account. It includes the instructions and forms you’ll need to transfer the shares to NCF and designate the Giving Fund that should receive your gift.

When you’re finished

Make sure you’ve completed NCF’s gifting form and any transfer documents required by your transfer agent, including a medallion signature guarantee if required. Then, send all of the original documents to NCF using a traceable delivery method so our team can submit and process the transfer on your behalf.panying gifting form also confirms the transfer is irrevocable and non-refundable once accepted.