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Stock Transfer

SCCF can receive gifts of stocks, mutual funds, and other appreciated securities. If your tax planning calls for capitalizing on the benefits of securities gifting, we hope you will consider donating to SCCF.

 

Please let Janet Cooper, SCCF Director, know if you plan to make a gift of securities so we can properly apply your gift and acknowledge your generosity. Janet may be reached at 931.313.1663 or at jcooper@southcumberlandcommunityfund.org.

She will need the following information:

  • Your name

  • Your address

  • Your contact information (phone number and/or email address)

  • Source of security being gifted

  • Amount of transaction at the time order was placed

Please provide the following delivery instructions to your broker to complete the transaction:

South Cumberland Community Fund

Account held at Raymond James & Associates

Financial advisor & phone number: John Goodson, toll free 877.843.1411

DTC: Raymond James; DTC#: 0725

Account: 288XL719

 

 

We thank you for your financial support of SCCF.