Securities As Gifts

How to transfer stocks, bonds, and securities:

A: If you personally possess the security certificates that you wish to transfer:

Submit your certificates by mail:

1. Do not endorse the certificates.
2. Obtain a stock power (releasing your authority) from a broker. IMPORTANT: You must obtain a signature guarantee from a bank officer or brokerage firm on the instruction letter and stock power/certificate.
3. Mail the unendorsed certificates to Multnomah (8435 NE Glisan St., Portland, OR, 97220).
4. In a separate envelope, mail the signed stock power(s), omitting Multnomah's name.

OR

Submit your certificates in person:

1. Do not endorse the certificates.
2. Obtain a stock power (releasing your authority) from a broker. IMPORTANT: You must obtain a signature guarantee from a bank officer or brokerage firm on the instruction letter and stock power/certificate.
3. Bring both the certificates and signed stock powers, with the signature guaranteed, to Multnomah in person. (8435 NE Glisan St., Portland, OR, 97220).

B: If the security certificates are being held by a broker:

Write to your broker directing them to transfer the securities to the account for Multnomah Bible College and Seminary. Supply them with our Tax ID number (93-0398802). Then notify the Business Office and Planned Giving Department at Multnomah of your actions (503.255.0332). If the security is a mutual fund, please instruct the broker to directly contact the business office at Multnomah to set up an account.

BROKERAGE FIRM

IMPORTANT INFORMATION
Multnomah's Tax ID number: 93-0398802

For more information, please contact the Advancement Department at 503.251.6465 or 800.352.4253.

© 2008 Multnomah University
Multnomah Bible College and Biblical Seminary