Home
Donor Login
About CFT
CFT News
Event Calendar
Make a Contribution
Individuals & Families
Professional Advisors
Churches & Ministries
Beyond the Check
Giving Circle
Contact CFT
Generosity University
Give and Hold Strategy
Giving Library
Forms & Reports




 
Asset Transfer Instructions
print friendly

The following are detailed instructions for giving various kinds of assets to your Fund at CFT.  If you have any questions about creating a Fund or transferring assets, please call us at 919-743-2555.


Cash and Wire Transfers

  • Make checks payable to CFT.  Indicate the Fund number to which your contribution is to be credited.  Mail checks to The Christian Foundation of the Triangle; P.O. Box 98446; Raleigh, NC 27624.
  • For wire transfers, download and submit our wire transfer form.
  • You can also contribute to your Fund on our Donor Website by logging in, clicking on "My Contributions" on the left bar, and clicking on the "Fund my account" tab at the top of the page.


Publicly traded stock
(on deposit in your brokerage account)

  • Download a Letter of Authorization for Stock Transfers. Submit the original Letter of Authorization to the firm currently holding your shares. Fax (or mail) a copy of the letter to CFT at 919.676.8899.
  • If your shares are held with Computershare, please contact Computershare and request your shares in certificate form. They will send you a certificate, and then follow the instructions below for publicly traded stock certificates.


Publicly traded stock certificate(s)

  • Download a Stock Power form and complete it. 
  • Download a Certificate Release Request.  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. The Certificate Release Request must have a medallion signature guarantee, which can be obtained at your bank.
  • Deliver the certificate and original Stock Power and Certificate Release Request to NCF.  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

  • CFT 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 below. 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 919-743-2555.


Restricted or privately held stock certificate(s)

  • Please contact CFT for further information at 919-743-2555.


Closely-held business interests

  • Please contact CFT for further information at 919-743-2555.


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 CFT for further information at 919-743-2555.


Personal property

  • Please contact CFT for further information at 919-743-2555.


Real estate

  • Please contact CFT for further information at 919-743-2555.


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 CFT.

 
Copyright 2009 | CFT is affiliated with