Once the Agreement to Establish a Fund has been signed by your client(s) and their fund is established at the Charitable Foundation, your client may authorize the transfer of assets into a Foundation brokerage account with your firm.
A Gift Notification Form must be completed by a Registered Representative and faxed to our office at (603) 225-1700, Attn: Jessica Barker. Gift Notification Forms may be obtained through our website at www.nhcf.org or by calling Jessica Barker at 603-225-6641.
For cash gifts, please complete Sections I, II, III and VI of the Gift Notification Form. Please wire cash directly to:
State Street Bank & Trust
Boston, MA
ABA# 011000028
Ref A/C#37953700
International Clearing Trust Company
Mark Goetzke (410) 230-2694
For further credit to: New Hampshire Charitable Foundation
1-0005-00041 NHCASHT
For gifts of publicly traded securities, please complete Sections I, II, IV and VI of the Gift Notification Form. Securities deposited into the New Hampshire Charitable Foundation brokerage account with your firm should be sold promptly to obtain the most favorable sales price. Sale proceeds should then be wire transferred to State Street Bank & Trust as noted above.
If your firm does not have a Charitable Foundation brokerage account, please contact Jessica Barker at 603-225-6641, ext. 269 for asset transfer instructions. If you would like to establish an account for future business, please let Jessica know.
For all other assets, please contact Lisa M. Foley, Director of Gift Planning, at (603) 225-6641, ext. 262 for additional instructions. |
