Gifts of Stock, ACH/Wire Transfer, or Mutual Funds

Please complete the form. After you click submit, you will be provided with detailed information on how to process these types of gifts.

Donor Name(Required)

First Last

Donor Email(Required)

Phone

Donor Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Name of the fund at the Vermont Community Foundation that should receive the donation(Required)

What type of gift will you be making?(Required)

Stock

ACH/Wire Transfer

Mutual Fund

Name(s)/type(s) of stock and number of shares(Required)

Name(s) of the owner(s) of the shares of stock(Required)

Bank/source of mutual fund(Required)

Name of mutual fund(s)(Required)

Name(s) of the owner(s) of the mutual fund(s)(Required)

Name listed on the bank account(Required)

Name of the bank sending the ACH/Wire transfer(Required)

Estimated amount to be gifted/transferred(Required)

Additional email address #1 to receive gift/transfer instructions

Additional email address #2 to receive gift/transfer instructions

These optional email fields are for when you would like additional fund advisors or financial advisors/brokers to receive the instructions and notification of this intended gift.

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No gifts to The Vermont Community Foundation shall directly or indirectly subject the Vermont Community Foundation to a prohibited material restriction as defined by federal law. All gifts are subject to a federally required amendment or variance power that permits the Vermont Community Foundation to vary from the terms and conditions of agreements with donors relative to the purpose, investment, and management of its funds subject to the procedural requirements of Vermont state law. In practice, the Foundation uses this variance power rarely and only if the needs of the community have shifted. The Foundation will be in communication with donors should such a shift occur.