Gift of Stocks or Mutual Funds

Stock and Mutual Fund Transfer Form

Contributing stocks or mutual funds to the Center for Urban Families is another way to support our efforts of dismantling poverty and strengthening urban communities by helping fathers and families achieve stability and economic success.

You can make a gift of publicly traded stocks and mutual fund shares to CFUF while benefitting from tax advantages that you are eligible to receive.

For assistance, please call Marilyn Aklin at (410) 246-1415 or email at maklin@cfuf.org.

Donor Information

First Name:(Required)

Middle Name:

Last Name:(Required)

Email:(Required)

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Home Phone :

Work Phone :

OPTIONS (Check all that apply)

I wish to make this donation anonymously

This gift is intended to make a payment toward a pledge or other existing commitment

Financial Advisor Information

Company Name(Required)

Name of FInancial Advisor :(Required)

Phone

I will transfer (check all that apply):(Required)

Mutual Funds Shares

Stock

Please provide information for each security you will transfer on a separate line: The name of the security AND the number of shares or approximate value. (For example: Apple (AAPL) 10 shares OR Apple (AAPL) - $50,000)

If this gift is a payment toward more than one pledge or other existing commitment, if you would like to restrict your gift to a specific program or initiative, or if you have any other special instructions, please provide them here.