Securities Held in a Brokerage Account

Securities held by a broker should be delivered by wire to one of our brokerage accounts.

Use the following information to transfer the stock:
If you will be gifting shares of stock, please use the Springfield Foundation's account with Security National Bank (the gift will be sent to the Northern Trust Co.):

Northern Trust Company
DTC: 2669
For further credit to Park National Bank Account  #A1973
FBO: The Springfield Foundation Gift Account

Contact: Richard O. Matthies
Phone: 937.324.6917
Springfield Foundation tax ID # is 31-6030764

For your convenience, the Foundation also maintains accounts at a number of other brokerage firms which can be used to transfer securities gifts to the Foundation. Please contact us if you would like more information about a specific brokerage.

When transferring securities to the Foundation, please let us know prior to the transfer, so that our broker can be alerted to accept the securities, and so we can acknowledge your gift properly. All securities gift proceeds will be net of any applicable commissions or fees.

Securities Registered in Your Name

We will need a signed stock power and letter of authorization. Please sign your name(s) exactly as it/they appear on the face of the certificate, and complete a separate stock power for each certificate. Please only complete the blanks where indicated. You may execute these documents yourself and deliver them with the stock certificate(s) to the Foundation at our offices by hand, by mail or arrange to have a staff member meet you to pick them up.

If sending a stock gift by mail, we strongly encourage you to send the certificate(s) under separate cover from the stock power and letter of authorization. In all cases we recommend you not sign the back of the certificate(s) for safety's sake. Mail to:

Springfield Foundation
4 West Main Street, Suite 825
Springfield, Ohio  45502

Mutual Funds

Many mutual funds can be transferred to the Foundation.  Please contact us at 937.324.8773 if you would like to make a transfer.

Liquidation: It is the policy of Springfield Foundation to liquidate all gifted securities as soon as possible at the current market price. Unless legally restricted from doing so, securities will normally be sold the same business day they are received. If transferring a securities gift via another brokerage, please let us know as soon as possible so we can give them the order to sell immediately.