Instructions: Gifts of Stock
Thank you for your interest in and generous support of NFID. Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. However, you may also transfer certificates directly. To help you facilitate a gift of stock, please use the following instructions:
Notification of Donor Intent
Regardless of the method chosen to deliver a gift of stock, the donor or the transferring broker must provide the following information, for audit and acknowledgment purposes:
- Donor's name and complete address
- Name and number of securities transferred
You may use the gift form, provide a letter, or send an e-mail to communicate this information at time of transfer to:
Len Novick
F: (301) 907-0878
E-mail
Securities Delivered Electronically
The following information will enable your broker to facilitate an electronic transfer of stock:
Brokerage:
A.G. Edwards & Sons, Inc.
6200 South Syracuse Way, Suite 185
Greenwood Village, CO 80111
Account Name:
National Foundation for Infectious Diseases (Tax ID# 23-7198530)
Account Number:
230 296-243
Securities Delivered by Mail
Mail your unendorsed certificate(s) and stock power, in separate envelopes, by registered mail, to:
NFID
Endowment Fund
4733 Bethesda Avenue, Suite 750
Bethesda, MD 20814
A stock power form is provided for your convenience.
If you have any further questions, please call Len Novick at (301) 656-0003. Again, many thanks for your interest in supporting the work of NFID.
Gift Instructions Form
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Gift Instructions Form
Please complete and sign this gift form providing the information necessary to complete the transfer of a gift of stock to NFID (Tax ID# 23-7198530) in accordance with the donor's intent. This form may also be used to instruct the donor's broker to electronically transfer a gift of stock. At the time of gift transfer, please fax the completed form to:
Len Novick
FAX: (301) 907-0878
Donor's Name and Address
(please type or print)
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__________________________________
__________________________________
__________________________________
__________________________________
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Electronic Transfer Instructions
A.G. Edwards & Sons, Inc.
National Foundation for Infectious Diseases (NFID)
Account Number: 230 296-243
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_____ Donor wishes to remain anonymous
Securities Gifted
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Date of Transfer __________
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# of Shares ____
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_______________________________________
Name of Security
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