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 email@example.com.
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.
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.
To contact Pamela Mills directly concerning gift clearing services, please use the information below.
3237 Satellite Blvd, Ste 150
Duluth, GA 30096-9028