Instructions for gifting securities

There are several ways to make a gift of securities to a component fund of the New Hampshire Charitable Foundation. After initiating a transfer of securities with your broker, please complete the gift of securities form to ensure gift acceptance and proper donation acknowledgment.

Securities held in a brokerage account

Securities may be delivered by wire through the Depository Trust Company (DTC) to our brokerage account. Instructions should be given as follows:

Broker: UBS Financial Services, Inc.
11 S. Main Street, Suite 300
Concord, NH 03301

DTC Broker #: 0221

Broker Contact: Erin Ball
603-626-2925
Reva.Onyy@hof.pbz

New Hampshire Charitable Foundation Account #: CV65842-04

Prior to initiating the wire transfer, please complete the gift of securities form to provide the information necessary to process your donation. If you have any questions, please contact Craig Lombardo at 603-225-6641 ext. 203 or qbangvbaf@aups.bet.

Securities held in a bank custodian account

If you wish to make a gift of securities from your bank account, please complete our gift of securities form. If you have any questions, please contact Craig Lombardo at 603-225-6641 ext. 203 or qbangvbaf@aups.bet.

Securities registered in your name

Securities may be delivered to the New Hampshire Charitable Foundation (37 Pleasant St., Concord, NH 03301-4005) by mail or in person. A signed UBS stock power will be required for each gifted certificate; please leave the stock power form blank except for the signature. Note: this form requires the registered owner to obtain a medallion signature guarantee from a banking institution. If you are making your gift by mail, please deliver the signed stock power in an envelope separate from the securities, which are freely negotiable when combined physically with the stock power. In addition, completion of the gift of securities form is required.

Restricted securities (Rule 144)

Please contact Craig Lombardo at 603-225-6641 ext. 203 or qbangvbaf@aups.bet for additional information.

Mutual funds

Most mutual funds are more complex in nature and require additional steps to be transferred to us. Please contact Craig Lombardo at 603-225-6641 ext. 203 or qbangvbaf@aups.bet. for instructions to facilitate a gift of mutual funds.