Gifts of stock

CHI Memorial Foundation can accept electronic stock transfers. It is the policy of the Foundation that all gifts of stock will be sold immediately. CHI Memorial Foundation will be issued a check 3 days after the sale of the stock minus any minimal fees.

A statement will be issued to the donor proving all necessary information for IRS tax deduction purposes. CHI Memorial Foundation is a 501(c)(3) organization and all contributions are tax deductible to the full extent allowed by law.

Electronic stock transfers

The donor must give instructions through a broker to transfer the stock to CHI Memorial Foundation through Benjamin F. Edwards & Co. at DTC# 0443 and to account #EBR314155.

Either the donor or the donor's broker should notify CHI Memorial Foundation of a gift being made by stock transfer so that we may notify Benjamin F. Edwards and ensure a timely sale of the stock.

Contact Information:

Jennifer Nicely
CHI Memorial Foundation
(423) 495-4141
Jennifer_nicely@memorial.org

Tammy Vona
Benjamin F. Edwards & Co.
(423) 668-5411

tammy.vona@benjaminfedwards.com


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