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Note: All of the information you provide in this form will only be used within The Signatry's secure platform and for The Signatry's internal use. By providing contact information, you are agreeing to receive communication from The Signatry.
Funds held at The Signatry are property of The Signatry and are subject to The Signatry's exclusive legal control. Grant funds can only be used for charitable purposes and may not be used to benefit the donor, the donor advisor, nor any other purpose conferring an impermissible private benefit.
Note: Securities received into The Signatry's main account will be held for liquidation until this form is received, and the proceeds will be transferred into the fund you have indicated on this form. If you do not wish to liquidate or want to transfer the securities in-kind, please direct to your advisor or custodian.
Please provide the following information about yourself:
If you have any questions about contributors, please contact our Donor Care team at donorcare@thesignatry.com or 913-310-0279.
Note: Securities cannot be held at a third-party transfer agent such as Computershare, EQ Shareowners, etc.
Details for where to direct the check as well as year-end considerations will be provided once you have completed this form.
Details for where to direct the wire or ACH transfer will be provided once you have completed this form.
Instruct your advisor/broker to initiate the gift.
List of Marketable Securities
Please complete the following information regarding your contribution so that we can identify your gift when it is transferred to The Signatry.
If you are transferring more than 10 securities, please attach a spreadsheet with the full list of securities. Contact Donor Care at donorcare@thesignatry.com or 913-310-0279 if you need assistance.
Download Securities Template
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For securities being transferred to The Signatry's main account (not to an Advisor Managed Account), contact your broker to initiate the transfer. Information about where to direct your transfer will be provided once you complete this form.
Note: Securities received into The Signatry's main account will be held for liquidation until this form is received, and the proceeds will be transferred into the fund you have indicated on this form. If you do not wish to liquidate or want to transfer the securities in-kind, please direct to your advisor or custodian instead.
Note: The financial institution holding the securities may require the use of its own form or letter of instruction. Please check with the firm to see what additional forms they require. If the securities are not transferrable, notify The Signatry that the intended gift will not be completed.
Acknowledgement
I understand and acknowledge that this form cannot be used to transfer property to The Signatry. Any contribution should be coordinated with my financial institution, broker or advisor, and any contribution, once accepted by the fund, represents an irrevocable contribution to The Signatry and is not refundable to me for any reason.
Funds held at The Signatry are property of The Signatry and are subject to The Signatry's exclusive legal control. Grant funds can only be used for charitable purposes and may not be used to benefit the donor, the donor advisor, nor any other purpose conferring to an impermissible private benefit.
Submit Your Form
When you are finished filling in the fields above, please click "Submit" below to submit your form to The Signatry.