Stock and Other Securities Gift Form

Donor Letter of Intent for Gift

Providing information through the online form below will generate a form that you can download, print, sign and deliver to your Financial Advisor to initiate the transfer of gifted securities. Information needed by the Foundation to complete the transfer process will automatically be forwarded to Pamela Mills. You will receive a copy of the form by email.
Please Note: The email delivery can take up to 15 minutes. If you do not receive the form email, please check your SPAM folder.

Gift Instructions for Stocks and Other Securities

Shares of DTC transferable securities should be delivered from your (the donor’s) investment account to Georgia Baptist Foundation’s brokerage account at:

Wells Fargo Advisors
DTC Clearing No. 0141
Credit to Georgia Baptist Foundation, Inc. Account # 38418939
For all other transfers, contact Pamela Mills at 770.216.7534 or pmills@gbfoundation.org.

The Foundation will provide you with a contribution acknowledgement substantiating the date shares settle in the Foundation account. The transfer of securities listed on the following page(s) is an irrevocable charitable donation to the Georgia Baptist Foundation for the benefit of your chosen Christian ministry.

* Please Note: For S-Corp or other securities, please contact Pamela Mills directly.

Not ready?

If you're not ready to fill in the form below, you can download the PDF version at https://gbfoundation.org/forms/Donor_Stock_Gifts.pdf and complete it offline.

Non-Cash Gift Description
What would you like to donate?
Ticker 1
Security Name / TICKER Symbol No. of Shares
Are you giving more than one security?
If you wish to gift more than one security, select "Yes" from the menu below. This form will allow you to gift up to four securities. If you would like to gift more than four securities, please contact Pamela Mills directly.
More than one gift selection
- Yes
- No
Ticker 2
Security Name / TICKER Symbol No. of Shares
Ticker 3
Security Name / TICKER Symbol No. of Shares
Ticker 4
Security Name / TICKER Symbol No. of Shares
Financial Advisor Name
Name of Investment Company
Investment Company Address
Street Address City State ZIP Code
Donor Authorization
Donor 1 Full Name
Donor 1 Signature
Donor 2 Full Name (if held jointly)
Donor 2 Signature
Gift Clearing Designation
Who benefits from your gift?
Name of Ministry
Address
Street Address City State ZIP Code
Primary Contact Name for the Ministry
Ministry Contact's Phone
Ministry Contact's Email
Do you want your gift to be anonymous?
Anonymous
- Yes
- No
Approximate $ amount of shares
Donor Authorization
Donor 1 Full Name
Donor 2 Full Name
Email
Phone
Donor 1 Address
Street Address City State ZIP Code
CAPTCHA
Email
This field is for validation purposes and should be left unchanged.

Non-Cash Gift Description
What would you like to donate?
Ticker 1
Security Name / TICKER Symbol No. of Shares
Are you giving more than one security?
If you wish to gift more than one security, select "Yes" from the menu below. This form will allow you to gift up to four securities. If you would like to gift more than four securities, please contact Pamela Mills directly.
More than one gift selection
- Yes
- No
Ticker 2
Security Name / TICKER Symbol No. of Shares
Ticker 3
Security Name / TICKER Symbol No. of Shares
Ticker 4
Security Name / TICKER Symbol No. of Shares
Financial Advisor Name
Name of Investment Company
Investment Company Address
Street Address City State ZIP Code
Donor Authorization
Donor 1 Full Name
Donor 1 Signature
Donor 2 Full Name (if held jointly)
Donor 2 Signature
Gift Clearing Designation
Who benefits from your gift?
Name of Ministry
Address
Street Address City State ZIP Code
Primary Contact Name for the Ministry
Ministry Contact's Phone
Ministry Contact's Email
Do you want your gift to be anonymous?
Anonymous
- Yes
- No
Approximate $ amount of shares
Donor Authorization
Donor 1 Full Name
Donor 2 Full Name
Email
Phone
Donor 1 Address
Street Address City State ZIP Code
CAPTCHA
Email
This field is for validation purposes and should be left unchanged.

Non-Cash Gift Description
What would you like to donate?
Ticker 1
Security Name / TICKER Symbol No. of Shares
Are you giving more than one security?
If you wish to gift more than one security, select "Yes" from the menu below. This form will allow you to gift up to four securities. If you would like to gift more than four securities, please contact Pamela Mills directly.
More than one gift selection
- Yes
- No
Ticker 2
Security Name / TICKER Symbol No. of Shares
Ticker 3
Security Name / TICKER Symbol No. of Shares
Ticker 4
Security Name / TICKER Symbol No. of Shares
Financial Advisor Name
Name of Investment Company
Investment Company Address
Street Address City State ZIP Code
Donor Authorization
Donor 1 Full Name
Donor 1 Signature
Donor 2 Full Name (if held jointly)
Donor 2 Signature
Gift Clearing Designation
Who benefits from your gift?
Name of Ministry
Address
Street Address City State ZIP Code
Primary Contact Name for the Ministry
Ministry Contact's Phone
Ministry Contact's Email
Do you want your gift to be anonymous?
Anonymous
- Yes
- No
Approximate $ amount of shares
Donor Authorization
Donor 1 Full Name
Donor 2 Full Name
Email
Phone
Donor 1 Address
Street Address City State ZIP Code
CAPTCHA
Name
This field is for validation purposes and should be left unchanged.

Contact us

To contact Pamela Mills directly concerning gift clearing services, please use the information below.

Pamela Mills
3237 Satellite Blvd, Ste 150
Duluth, GA 30096-9028
P: 770.216.7534
E. pmills@gbfoundation.org

Stock and Other Securities Gift Form

Donor Letter of Intent for Gift

Gift Instructions for Stocks and Other Securities

Not ready?

Non-Cash Gift Description

Are you giving more than one security?

Donor Authorization

Gift Clearing Designation

Donor Authorization

Non-Cash Gift Description

Are you giving more than one security?

Donor Authorization

Gift Clearing Designation

Donor Authorization

Non-Cash Gift Description

Are you giving more than one security?

Donor Authorization

Gift Clearing Designation

Donor Authorization

Contact us