Donor should send a letter to the Florida Baptist Foundation notifying them of the donor’s intentions (name of stock/fund, number of shares, name and address of the beneficiary Church/Ministry, and approximate day the transfer will be made). (Click here for a Sample letter). This letter should be faxed and then the original be mailed. You may also advise us if there is to be any special designation for the proceeds to the Church/Ministry in your letter.
Donor should instruct his/her broker to forward stock or fund to:
Fidelity Investments DTC #0226
For account of Florida Baptist Foundation
Corporate Special Account # 179-342351
Attn: Ross Roggensack, Oak City Consulting, LLC (919) 844-6450
Information needed from the Transferring Firm:
Contra account number:
Contra account name:
Once we receive the gift letter from you and the stock/fund shares are transferred into the Foundation’s account, we will notify Mr. Roggensack/Fidelity Investments that the stock/fund shares are to be sold immediately and the proceeds will be sent to the Church/Ministry.
The following documents need to be completed in order to sell shares that are registered in the name of the church:
Please send completed forms along with the stock certificate to the Florida Baptist Foundation.
When the sale is complete, a check will be sent to the church.
For more information or assistance, please contact us via e-mail.
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