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Home » Give » Other Ways to Give » Appreciated Securities » Directions for Transferring a Stock Certificate

Transferring a Stock CertificatePrinter-friendly format

 

Transferring a stock certificate that is in the donor's name requires one of the following actions:

  1. Sending the unendorsed certificate along with a signed stock power form that transfers the stock to the "Thomas Jefferson Foundation." Please note that no signature guarantee is required on either document, but that the donor must sign the stock power form exactly as the name appears on the face of the stock certificate. The certificate and the stock power form should be mailed separately, by registered mail or overnight delivery.
  2. Sending the donor-endorsed certificate (endorsed on the reverse side of the certificate) and a Letter of Authorization from the donor that indicates the following: 1) the number and name of the shares contributed, 2) the certificate number, and 3) the intent of the donor to contribute the shares to the Thomas Jefferson Foundation. Note that the endorsement on the reverse side of the certificate requires a signature guarantee (the Letter of Authorization does not require a signature guarantee). Both the endorsement on the reverse side of the certificate and the Letter of Authorization must be signed exactly as the name appears on the face of the certificate. Please ensure secure handling of the certificate once it has been endorsed, as it becomes a bearer certificate once the reverse side in endorsed.
  3. Sending the donor-endorsed certificate (endorsed on the reverse side), which has also been assigned on the reverse side to the "Thomas Jefferson Foundation." Note that this type of endorsement and assignment on the reverse side of the certificate requires a signature guarantee and the endorsement must be signed exactly as the name appears on the face of the certificate.

The Foundation's address for overnight deliveries is:

Tracy Lovelady, Monticello Controller
TJF Distribution Center
Ivy Business Park
556 Dettor Rd, Suite 107
Charlottesville, VA 22903

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Signatures guarantees for stock certificates can be obtained at eligible guarantor institutions, such as banks, stockbrokers, savings and loan associations, and credit unions with membership in an approved signature guarantee medallion program.