GIFTING SECURITIES TO BARNABAS FOUNDATION

Use this form and instructions to contribute publicly traded securities to Barnabas Foundation. Click here for a pdf to share with your financial advisor/broker.

Step 1: Contact your financial advisor/broker about your intent to electronically transfer securities to Barnabas Foundation.

Preferred Account

E*Trade Securities, LLC
DTC - 0015
Acct Number - 511583941
Receiving Acct Name - Barnabas Foundation
EIN #36-2904503
E*Trade Contact - 1.800.503.9260

Alternative Accounts

Fidelity - Z49-158364

Charles Schwab - 5195-5567

Merrill Lynch - 676-04B25

Morgan Stanley - 336-025807-505

Edward Jones - 793-22631-1-9

Step 2: Notify Barnabas Foundation of your gift by completing and submitting the form below.

Stewards Fund

Charitable Remainder Unitrust

Charitable Gift Annuity

Designated Fund

Name of Account:(Required)

Contributor’s Name:(Required)

Contributor’s Address:(Required)

Contributor’s Email(Required)

Contributor’s Phone:(Required)

Name of Security and/or Symbol*

Number of Shares

To include more than one security, use the + icon above to add additional entries. If we do not receive notification of a gift, the shares will be liquidated and placed in a holding account until claimed.

Step 3: Confirm your transfer - Transfers must be initiated by your financial advisor/broker. Barnabas Foundation will provide you a charitable receipt for your contribution including its value for IRS reporting purposes.

If your security is held directly at a transfer agent, proprietary mutual fund firm, or in physical certificate form, contact Barnabas Foundation for details on how to transfer your shares.

If you have any questions regarding the gifting securities, please do not hesitate to contact us at gifts@BarnabasFoundation.org or 888.448.3040. We are happy to assist you!