Gifts of Stock Certificates
First, send the certificate(s) 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, 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 (formally known as form #3) signed the same way as name(s) appears on the certificate. Be aware of names appearing different from their regular signature. For example, full name, first name and middle initial, or just initials, or as trustee of a living trust. Sign the stock power the exact same way as on the certificate. If one of the individuals whose name appears on the certificate has died, the living person should sign only his or her name and send a certified copy of the death certificate, as well as a notarized affidavit of domicile (call Shawn). Both documents must be included with the stock power.
Finally, complete the
gift letter (formally known as form #4) addressed to Wachovia Securities. 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). Please send the forms separate from the certificates.
Here to help
If you have any questions, please call us at
800/638-3522, ext. 2970.
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.