Stock Transfer Notification Form

Thank you for your interest in completing this notification form to let Alliance Defending Freedom 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.

* Required fields

Personal Information

Donor Name

Address

Phone

Stock Name/Ticker Symbol

Number of Shares

Gift of mutual form opened below

Gift of stock form opened below

For gifts of stock:

Broker Name

Broker's Institution

Broker's Phone

Broker's Email

Expected Date of Transfer

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.

Name of Mutual Fund:

Charity's Information

Charity's Legal Name:

Charity's Tax ID:

Charity's Address:

Charity's Email:

Charity's Phone Number:

Charity's Broker Institution:

Charity's Account Name:

Charity's Brokerage Account Number:

Charity's Electronic Transfer Number (DTC):

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 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.

Plan. Give.Make an impact

Stock Transfer Notification Form

Personal Information

For gifts of stock:

For gifts of mutual fund:

Charity's Information

Plan. Give.
Make an impact