Donating Stock and Mutual Funds
Thank you for your interest in supporting Christ Church. To help you facilitate a gift of stock, please use the following three simple steps:
Step 1: Initiate the Stock Transfer
Securities can be gifted to Christ Church in two ways: either via electronic transfer (in which your broker transfers shares using the Christ Church Edward Jones Account Number) or by physically mailing the paper certificates to Christ Church. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer.
Step 2: Send the Securities Edward Jones.
If you have any questions, please call Nancy G. Andrew 603 926-0727
If Sending by Registered Mail
Mail your UNENDORSED certificate(s) with a Stock Power Form, and a Stock Waiver Form in separate envelopes, by registered mail, to:
Nancy G Andrews, Financial Advisor
448 Lafayette Road
PO Box 667
Hampton, NH 03843
NOTE: Certificates already registered in the name of Christ Church do not require either the stock waiver or stock power for execution of the transfer.
Step 3. Notify Christ Church
Each time a gift of stock is donated, regardless of the method chosen to deliver a gift of stock, information about the gift for audit and acknowledgment purposes is needed. Please email Treasurer@christchurchexeter.org with the following information at the time of transfer:
Donor’s full name and complete address
Date of the transfer