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Stock Transfer Notification Form

Thank you for completing this notification form to let Calvin University know of your intent to transfer a gift of stock.

You will be required to initiate the transfer with your broker and complete any necessary forms with your financial institution.

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Personal Information

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Gift Information

What would you like your gift to impact?

Area of Greatest Need
Calvin Annual Fund
Scholarships
Capital Projects

Gift Type:

Charity's Information

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3201 Burton St SE, Attn Gift Planning,
Grand Rapids, MI 49546

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333 Bridge Street NW, Suite 1000,
Grand Rapids, MI 49504

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Instructions for transfers by certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

Please note: This notification form is not a receipt for your charitable donation. We will send you an acknowledgement after we have received your gift. The value of a charitable gift of stock is determined by the average between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. The date of the gift is the date the charitable organization receives the asset. Consult your broker for more information on the timing of the transfer.

Thank You

Thank you for your interest in supporting Calvin University.

One of our gift planning representatives will contact you to discuss your charitable plans.

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