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Giving Home > What to Give > Gifts of Stocks and Bonds > Stock Transfer Notification Form

Stock Transfer Notification Form

Thank you for your interest in completing this notification form to let WMed know of your intent to transfer a gift of stock. You will be required to initiate the transfer with your broker and complete any necessary forms with your financial institution.

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Personal Information

How Would You Like Your Gift to Impact?

Choose a Gift Type

For gifts of stock:

For gifts of mutual fund:

Please contact us for more information on a transfer of mutual funds. We will do our best to assist you with instructions for this gift.

Organization's Information

Transferring Mutual Funds: WMed Instructions:

When transferring mutual funds, contact Derda Karakaya, Institutional Account Administrator (Fifth Third Bank), at [email protected] , CC: [email protected], call (513) 358-7346, or fax (513) 358-5444 directly. If unavailable, notify Raj Patel at [email protected], Relationship Manager, at (513) 358-0324. Please allow 4-6 weeks for transfer of mutual funds.

Please note: This notification form is not a receipt for your charitable donation. We will send you an acknowledgement after we have received your gift. The value of a charitable gift of stock is determined by the average between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. The date of the gift is the date the charitable organization receives the asset. Consult your broker for more information on the timing of the transfer.