Stock Transfer Intention Form

For security reasons, we do not ask for your account number over the Internet.

Unless you check at the bottom of the form that you have spoken with a Care Net representative about designating your gift to a specific part of our ministry, your gift will be made available for the unrestricted use of Care Net.

Bolded items with an asterisk (*) are required fields.

Donor Information
Name*
Address 1*
Address 2
City*
State*
Postal Code
Country
E-Mail*
Home Phone*
Broker/Stock Information
Brokerage/Financial Institution Name*
Broker/Contact Name*
Broker/Contact Phone*
Broker/Contact E-mail
Broker/Contact Fax
Anticipated Transfer Date*
Stock Name*
Number of Shares*
Gift Designation Information
Only check this if you have spoken with a Care Net representative about designating your gift to a specific part of Care Net's ministry.

Explore More Gift Options

Will or Trust →

You can plan a gift that will not affect your cash flow.

Appreciated Securities →

Take advantage of appreciated securities, avoid tax.

Life Insurance →

Make a significant gift, no matter the size of your estate.

Retirement Plan →

Donate double-taxed assets and leave more to family.

Donor-Advised Fund →

Make a gift from your DAF, or name us a beneficiary.

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Care Net Planned Giving Office
tpatras@care-net.org
205-914-4812

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