One Gift, a
Lifetime Investment

Meet your family, financial and charitable goals, while making a difference in the lives of our children and families.

Stock Transfer Notification Form

Thank you for completing this notification form to let Children's Home Society Of Florida know of your intent to transfer a gift of stock.

Your broker/financial institution can provide you with the necessary forms and complete the stock transfer for you.

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Personal Information

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Gift Information

Thank you for notifying us of your upcoming stock gift. We will reach out to confirm how you would like your gift used.

What would you like your gift to impact?

Greatest need
Option 1
Option 2
Option 3
Option 4
Option 5

Gift Type:

Charity's Information

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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. We can email the stock power form to you. Please sign the form and have your signature guaranteed. A signature guarantee can be obtained at your broker or a bank branch. If you are not able to get a signature guarantee we can confirm your signature and ID via video conference.

Please note that NO information on the stock certificate or stock power should be completed except the date and signature fields. The stock certificate and the stock power can be placed in two separate envelopes and sent certified mail to:

Fifth Third Bank
Attn: Chelsey Ritchie
5001 Kingsley Drive Mail Drop: 1MOB2J
Cincinnati, OH 45227
Email: [email protected]

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 Children's Home Society Of Florida.

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

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