Mutual Funds Transfer Instructions
To initiate the process of transferring mutual funds please provide us with the following information in writing:
- Donor name and address
- Name, location and telephone number of broker/agent (if applicable)
- Fund Family Name
- Fund Name
- Ticker Symbol/CUSIP
- Number of shares or dollar value
- Purpose of gift, any restrictions or designations
Please direct any questions related to the transfer to Jorja Watts at (412) 234-0439. Please consult with Ms. Watts prior to making the transfer to ensure that the Mutual Fund is one that can be transferred.
The above instructions may be given directly to your broker.
To avoid confusion, before the gift is transferred, please contact Myrna Wells, Associate Director Gift and Records Administration. Myrna’s direct phone is 267-426-6491 and her email is firstname.lastname@example.org. If Myrna is unavailable, please email email@example.com or Julie Angelucci at firstname.lastname@example.org.
Upon notification, CHOP may need to establish an appropriate account to receive the gift from the institution holding your mutual fund. Once this account is established, you will be contacted with information necessary for initiating the transfer.
Please note that mutual fund transfers may take 3-4 weeks for completion. All mutual fund gifts and gifts of physical securities will be processed on a best efforts basis after the middle of December. Please ensure that your transfer is initiated well before the close of the calendar year, in order to receive tax credit for that year.