You transfer stocks or securities to Nemours, then Nemours sells your stocks or securities and uses the proceeds for its programs. The Nemours Fund for Children's Health appreciates your generosity in support of children's health.
Instructions for Donating Stock
Contact the Nemours Children's Health Alliance
Call your local Nemours Children's Health Alliance Office
(302) 651-4828 or (888) 494-5251 (Delaware Valley)
(904) 697-4103 (Jacksonville)
(407) 650-7681 (Central Florida)
(850) 503-2781 (Pensacola)
Provide the following information:
- your name
- designation of gift: the area of the organization that you want your gift to benefit
- name and phone number of your broker
- name of stock being transferred and the number of shares
Contact Your Broker
Instruct your broker to transfer stock to: The Northern Trust Company via DTC #2669 to Account #26-25255 for credit to Nemours.
Northern Trust Contacts
Primary Contact
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Secondary Contact |
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Dan O’Neill
Client Service Manager
The Northern Trust Company
333 S. Wabash, W-42
Chicago, Illinois 60603
312-557-0104 ph
312-557-2710 fax
Do65@ntrs.com
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Bob Johnson
Senior Vice President | Not-For-Profit Client Executive
The Northern Trust Company
333 S. Wabash, WB-42
Chicago, Illinois 60604
312-630-8091 (phone)
312-557-2673 (fax)
RTJ@ntrs.com
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Instructions for Donating Mutual Funds
Unless the donor’s brokerage firm can deliver shares via ACATs (Automated Customer Account Transfer Service), the process can typically take from two to four weeks to complete. We urge donors to allow ample time to complete a charitable gift of mutual fund shares. This is particularly important for gifts made at year end. We recommend beginning the transfer in November to ensure completion prior to December 31.
- The donor should contact their account representative at the mutual fund company to ask about the process of making a gift of mutual fund shares. Specifically, the donor will want to know whether the mutual fund company has a required form or instructions to initiate the transfer, and whether those instructions will require a medallion signature guarantee.
- By their nature, mutual funds generally are transferred through a change of ownership on the issuer’s books. Unlike regular stock gifts, they cannot be transferred through the DTC system. However, Northern Trust’s mutual funds team now supports the processing of gifting transactions using ACATS (Automated Customer Account Transfer Service
- If ACATs is not an option for the donor’s firm, then we could also use the method outlined in step 3.
- If the donor firm can deliver shares via ACATs (Automated Customer Account Transfer Service), Northern Trust will only need the below information.
- Nemours Foundation Trust Account#: 26-25255
- Northern Trust DTCC participant ID: 2669
The donor should notify the Nemours Children’s Health Alliance(contact info at the bottom of the page) of their interest in making a gift of mutual fund shares. Please provide the following information:
- Donor Name
- Donor Phone #
- Mutual Fund Name
- Mutual Fund Ticker
- Mutual Fund CUSIP
- Number of Shares
- Donor’s custodian/broker/bank Name
- Account # at custodian/broker/bank
- Contact # at custodian/broker/bank
- The donor should notify the Nemours Children’s Health Alliance(contact info at the bottom of the page) of their interest in making a gift of mutual fund shares. Please provide the following information:
- Donor Name
- Donor Phone #
- Mutual Fund Name
- Mutual Fund Ticker
- Mutual Fund CUSIP
- Number of Shares
- Donor’s custodian/broker/bank Name
- Account # at custodian/broker/bank
- Contact # at custodian/broker/bank
Northern Trust will open a temporary account with the mutual fund company in Nemours’ name in order to accept the gift and complete the re-registration process.
With the information provided in step 3, Nemours will send a Mutual Fund Donation Direction Letter to Northern Trust who will complete the shell account setups and provide the delivery instructions to us to pass along to the donor. In the event the donor’s bank reaches out to Northern Trust directly, they will send the delivery instructions to them after they complete the initial setups.
Once we confirm with the donor that a new account is being established for the purpose of accepting the gift, then and only then should the donor instruct the mutual fund company to transfer the shares to our account.
Nemours Children's Health Alliance Contacts
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Primary Contact
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Secondary Contact:
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Cathy Allen
Assistant Director, Advancement Svcs.
302-588-6597 mobile ph
302 -651-4487 fax
catherine.allen@nemours.org
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Amber Combs
Associate Director, Advancement Svcs.
302-298-7559 ph
302 -651-4487 fax amber.combs@nemours.org
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