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Effective June 2, 2008, CARE USA began using the master custody services of Bank of America, N.A. Our instructions for completing gifts of stock have changed and are detailed below. You might wish to share these instructions with your broker or banking institution.
Here are some important tips for ensuring that your gift is received and processed according to your wishes:
OUTRIGHT SECURITY GIFTS:
- Please notify CARE when you are prepared to make your gift and we will provide you with the stock delivery instructions. Let us know when you expect the gift to be made and if there is a particular program you wish to benefit.
- Ask your broker or bank to include your name in the transaction description.
Delivery Instructions - Mutual Funds
- Please complete the Authorization to Transfer form, please sign it, and, please have your signature medallion guaranteed
- Please provide a copy of your latest mutual fund statement listing the asset you are gifting for verification of the following: your account number at the fund, and, the account registration.
- Please send both the completed form and your mutual fund statement to:
- Bank of America
Attention: Ms. Marilyn Iapicca
Mail Code MA5-100-17-06
100 Federal Street, Boston, MA 02110
(In your delivery instructions be sure to note the gift is for CARE.)
To contact Ms. Iapicca, please email her at marilyn.r.iapicca@baml.com or call her at 617-434-7611
Delivery Instructions – Physical Stock Certificates
- Please, ask your broker or bank to register physical stock certificates as follows: “Bank of America, NA as Custodian, fbo CARE USA”
- If the stock certificate is registered in your name, please leave the other side of your certificate blank with no signature and no assignment, and please sign a blank stock power:
- Please note that your signature on the stock power must be medallion guaranteed
- Apart from your signature, please do not complete any information on the stock power
 Click here for a copy.
- It is very important that your certificate and stock power be sent in separate envelopes to:
- Bank of America
Attention: Ms. Marilyn Iapicca
Mail Code MA5-100-17-06
100 Federal Street, Boston, MA 02110
(In your delivery instructions be sure to note the gift is for CARE.)
To contact Ms. Iapicca, please email her at marilyn.r.iapicca@baml.com or call her at 617-434-7611
For other Life Income Gifts, such as gift annuities, please see our Planned Giving information pages.
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