Donate Stock

The gift of stock and other securities is an easy way to benefit ministries supported by the Children At Heart family of ministries. Gifts of stock and other securities may be made directly to the Children At Heart Foundation. A gift of appreciated stock is often more beneficial than cash, since the donor is eligible for a charitable income tax deduction for the fair market value of the stock and does not have to pay capital gains tax on the sale of the stock by the charity.

The procedure for transferring stock depends on how the stock is held by the donor. Stock certificates should be delivered or mailed to the Children At Heart Foundation. A certified stock power certificate should also be delivered or mailed separately from the certificate. Stock held in street name by a broker can be transferred electronically. Donors are able to designate a particular ministry, program, or project to benefit from their gift if they wish.

Here is a form you will need to accomplish the transfer:

Electronic Transfer Form

Stock Transfer Form

Electronic Transfer Process

The 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. It is very important that the Children At Heart Foundation be notified before a stock transfer, as the name of the donor is generally omitted in the transfer. Special instructions are generally needed for mutual funds and other securities. Please follow the steps below and use the forms above to donate stock.


Step 1: INITIATE TRANSFER

There are three common methods of gifting securities to Children At Heart Foundation. The first is electronic transfer through which your broker can transfer shares using the Children At Heart Foundation DTC number. The second is to personally deliver stock certificates to the Children At Heart Foundation office. The third is to mail the paper certificates to Children At Heart Foundation.

If you use the electronic transfer method, you must contact your broker to initiate the transfer. Your broker may require the  Stock Transfer Form to authorize the transfer. 

Step 2: METHOD OF DELIVERY

A. SECURITIES DELIVERED ELECTRONICALLY

Donate your stock through our Round Rock Edward Jones Broker:

Edward Jones, Inc.
P.O. Box 1303
Round Rock, Texas 78680
DTC Number: 0057
Account Name: Children At Heart Foundation (Tax I.D. Number 74-3007363)
ACCT Number: 209-13097-1-2
Phone Number: (512) 255-9700

B. SECURITIES DELIVERED TO FOUNDATION OFFICE OR MAILED

You may choose to deliver your certificates(s) to the Children At Heart Foundation Office or mail your UNENDORSED certificate(s) in one envelope and your stock power and authorization letter in a separate envelope. If you mail please send by registered mail, to: 

Children At Heart Foundation
Attn: Maynard Phillips     
1301 N Mays
Round Rock, TX 78664-2945

Step 3: 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 
  • Name of brokerage house shares will be transferred to (Edward Jones or UBS Financial) 
  • Date of the transfer 
  • Specific designation of gift if any (Gifts may be designated for Gracewood, Miracle Farm, or Texas Baptist Children’s Home. All undesignated gifts will be used for all ministries or where needed most.)  


Communicate the above information to:
Children At Heart Foundation
Attn: Maynard Phillips     
1301 N Mays
Round Rock, TX 78664-2945
E-mail: maynard.phillips@cahm.org
Phone: 512-255-3668
Fax: 512-388-8257