Gifts of Stock Certificates
First, send the certificate(s) only in one mailing to the ELCA Foundation in Chicago. Send via traceable overnight mail, by carriers such as Federal Express, UPS, etc. or certified/registered mail. Please note that it is very important not to write on the certificate, fill in blanks or sign any names. Send the certificates just as they are.
Then, for each company send a Stock or Bond Power Form #3
signed so that the signature exactly matches the name as it appears on the certificate. For example, note the use of full name, first name and middle initial, just initials, or a signature as a trustee of a living trust.
If one person whose name appears on the certificate has died, the living person should sign only his or her name. A certified copy of the death certificate and a notarized affidavit of domicile must be included with the stock power. Please call Shawn Greene at 800-638-3522, ext. 2976 to request a form for the affidavit of domicile.
Finally, complete the Gift Letter #4
addressed to Wells Fargo Advisors. The number of shares and the name of the companies for all the certificates being gifted should be listed. The donor should sign with his/her usual signature. If certificates are held jointly, both owners need to sign the gift letter. Mail the gift letter to the ELCA Foundation along with the stock power(s). Note:
Please send the forms separate from the certificates. Here to help
If you have any questions, please call us at 800-638-3522
The examples and information on this page are for illustrative and educational purposes only and should not be considered tax or legal advice. Please consult with your tax or legal advisor before proceeding with your estate plan.