There are three commonly used methods:
- By Hand: When you deliver stock by hand, you can either endorse the back of the stock certificate (s) in our presence or sign a separate stock assignment form, which is often called a stock power. If you cannot or do not wish to deliver the stock to use by hand at our offices, we may be able to arrange a meeting with you at your home.
- By Mail: If you are delivering stock by mail, we recommend that you send the stock certificate (s) and the signed stock power (s) in separate envelopes. We further recommend that the stock certificate (s) be sent by registered or certified mail, return receipt requested. Please enclose a cover letter providing your name, address, and telephone number along with any designated purpose for which the gift is being made. We will need a separate stock power form for each certificate of stock; be sure to sign the stock powers (s) exactly as the name reads on the stock certificate. Do not fill in our name on the stock power. Stock power forms are available from us or from your banker or broker.
- Through a Broker: If you are delivering stock to use through a broker, instruct your broker to hold the stock for our account; do not instruct your broker to sell the stock, either in your name or in our name. Your broker should immediately give us a call for further instructions. If you have a questions about any of these three methods, please do not hesitate to give us a call.