Gifts of Stock

A planned gift of appreciated stock, bonds, or mutual funds can make a significant impact on our ability to fund our programs. Please first talk with your C.P.A., attorney, or financial planner.

Once you’re ready to donate your stocks, you will need to complete a transfer of securities form to ensure the successful transfer and acknowledgement of your gift. Please print this page with the Transfer of Securities information, and send one completed copy to your broker and one copy to Families Moving Forward. 

 

Families Moving Forward Electronic Transfer of Securities

Please print and complete this form and send one copy to your broker and one copy to Families Moving Forward to ensure the successful transfer and acknowledgement of your gift.

Donor Name(s): __________________________________________________________________

Address: ________________________________________________________________________

City: ___________________________________State: __________ZIP: ____________________

Phone:  _________________________________ E-mail: __________________________________

My/Our broker: ____________________________________ Firm: __________________________

My/Our Broker’s Phone: _____________ My/Our account number: __________________________

Please deliver ___________# of shares (or approximately $____________worth of shares) of

________________________________ from my/our above referenced account to Families Moving Forward’s account.

Families Moving Froward’s R.I. A.:    Merryfield Barnes, LLC

DTC 0443 Pershing
Families Moving Froward’s Growth Fund
Account #PU5-900094

Contact: 
Mark Bouton
607-882-9988
Mark.Bouton@merryfieldbarnes.com

____________________________________           ________________________________________
First Signature                                                    Second Signature (if joint account)

Date: ____________                                            Date: _______________

All gifts are tax deductible to the extent allowed by law.
Families Moving Forward’s is a 501(c)(3) not-for-profit organization . Tax ID #56-1633998

Families Moving Forward’s Contact:
Email: Shana Carignan, Development Director
Telephone: 919-683-5878, ext. 31
Fax : 919-682-2509
Mailing address: Families Moving Forward’s, P.O. Box 25426, Durham, N.C. 27702