| The following are detailed instructions for giving various kinds of assets to your WMCF Giving Fund or WMCF Legacy Fund. If you have any questions about creating a Fund or transferring assets, please call us at 616-957-4372.
- Make checks payable to WMCF. Indicate the Fund number to which your contribution is to be credited. Mail checks to West Michigan Christian Foundation; 618 Kenmoor Ave SE; Grand Rapids, MI 49546.
- For wire transfers, download and submit our wire transfer form from the Forms & Reports section of our website (see left-bar link).
(on deposit in your brokerage account) - Download a Letter of Authorization for Stock Transfers from the Forms & Reports section of our website (see left bar link). Submit the original Letter of Authorization to the firm currently holding your shares. Fax (or mail) a copy of the letter to WMCF at 616.957.4378.
- If your shares are held at Computershare, please contact Computershare and request your shares in certificate form. Computershare will send you a certificate, and then follow the instructions below for publicly traded stock certificates.
- Endorse the certificate(s) by writing "National Financial Services LLC" between the words "appoint" and "attorney" in the space provided on the back of each certificate. Date and sign the certificate exactly as your name appears on the front of the certificate. Or, in lieu of endorsing the certificate, download a Stock Power from the Forms & Reports section of our website (see left-bar link) and complete it.
- Download a Certificate Release Request from the Forms & Reports section of our website (see left-bar link). List the name of the stock and the number of shares that the certificate represents. Print and sign your name exactly as your name appears on the front of the certificate.
- Deliver the certificate and Stock Power (if used) along with the Certificate Release to WMCF. We suggest overnight service or USPS return receipt requested.
- If you wish to have the certificate registered prior to gifting, please have the transfer agent register it in the name of "National Christian Charitable Foundation, Inc."
- WMCF maintains accounts at most of the major brokerage firms for the purpose of facilitating the transfer of mutual fund positions. Please choose the appropriate form from the Forms & Reports section of our website (see left bar link). If your mutual funds are held at a brokerage firm other than the ones listed, check with your broker to see if the funds are transferable. If they are, please use the Fidelity form. If they are not transferable, please contact us at 616-957-4372.
- Please contact WMCF for further information at 616-957-4372.
- Please contact WMCF for further information at 616-957-4372.
- Complete a Designation of Beneficiary Form within your retirement plan, and note that written consent from your spouse may also be required.
- Please contact WMCF for further information at 616-957-4372.
- Please contact WMCF for further information at 616-957-4372.
- Please contact WMCF for further information at 616-957-4372.
It's always a good idea to seek legal and tax advice from your professional advisor(s).
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