How to make a gift of stock to Oregon Food Bank
Do you want to make your gift to Oregon Food Bank in the form of stock?
Contact:
For more information, call Gina Taylor, 503-419-4193 or e-mail
gtaylor@oregonfoodbank.org.
You may transfer stock to Oregon Food Bank in one of two ways:
1. By electronic transfer (DTC) between your broker and one of Oregon Food Bank's brokers. This to be the easiest and most efficient way of handling a stock transaction.
Please call to notify us of your intent to make this gift. Give us
- your broker's name and phone number
- the name of the stock and
- the number of shares you wish to transfer
This will enable us to properly follow up on your gift.
Call or write your broker with information about the gift you wish to make. Your broker will need the names of Oregon Food Bank's brokers. Include the following information for your broker to facilitate the transfer:
Ms. Shelly McFarland
RBC Dain Wealth Management
Phone: 503-833-5212
Toll free: 800-547-4006
Fax: 503-227-0434
DTC # 0235
OFB Account # 306-74556 |
|
2. By sending a stock certificate and a stock power to Oregon Food Bank in separate envelopes. For stock certificates registered in your name, we need the following items:
A stock power assigning and transferring the stock to Oregon Food Bank's stock brokerage. Your signature on the stock power must match the name on the stock certificate. Each certificate must have a separate stock power. If you are uncertain how to fill out a stock power, a blank one with just your signature is sufficient. Our broker can provide you with a blank form and offer any help you may need.
A letter from you addressed to our broker indicating
the gift is being made to Oregon Food Bank. Our broker's address
is
While it is not required, we recommend you use registered mail.
Please remember to send the certificate(s) and the stock power(s) in separate envelopes!
We thank you for your generosity and look forward to receiving your gift.
I want to learn more about
|
