Instructions for Making Security Gifts

Instructions for Giving Stock

Publication info

Posted
11/15/17

Please alert giftofstock@care.org a gift is being transferred, as stocks arrive in our account without identification. Include your name, mailing address for tax receipt and purpose of gift, including if it is a payment on a pledge.

The most valuable gifts are undesignated and support CARE’s overall mission to defeat poverty. These gifts allow flexibility for responding to the most urgent needs. However, CARE will accept gifts designated to a specific purpose. To ensure CARE’s capacity to honor a designated gift, contact us giftofstock@care.org.

DONATE APPRECIATED STOCK
Please Note: If you wish to donate mutual funds, see below
US Trust
DTC 0955 / Institution 20955
Beneficiary Account Number: 79161005845031
Beneficiary Name: CARE USA
Originator to Beneficiary Information (OBI): Donor Name

DONATE MUTUAL FUNDS
To initiate transfer, email the information below to giftofstock@care.org

  1. The CUSIP number, Symbol, and name of the mutual fund
  2. The number of shares being delivered (gifted)
  3. Name of Brokerage firm as well as their Broker number of the institution delivering the shares
  4. A contact (phone and email) at the Brokerage that CARE USA’s custodian (US Trust) may reach out to for the required BIN numbers
  5. Name of the donor

DONATE Physical Stock Certificates
Register physical stock certificates as follows: “US Trust, NA as Custodian, fbo CARE USA.” If the certificate is registered in your name, leave the other side blank with no signature and no assignment, and sign a blank stock power. Your signature on the stock power must be medallion guaranteed. Apart from your signature, do not complete any information on the stock power.

Send certificate and stock power in separate envelopes to:
US Trust
121 SW Morrison St. 12 Floor
Portland, OR 97204
Attn:  Custody
 

CONTACT:
giftofstock@care.org l Steve Zaubi, CARE, Director of Treasury l (404) 979-9219

EIN/tax ID number: 13-168-5039

Donate