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): __________________________________________________________________
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
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