The following are detailed instructions for giving various kinds of assets to your CFSD Giving Fund or CFSD Legacy Fund.  If you have any questions about creating a Fund or transferring assets, please call us at 866.580.GIVE (4483).

Cash and Wire Transfers

• Make checks payable to CFSD.  Indicate the Fund number to which your contribution is to be credited.  Mail checks to Christian Foundation of San Diego; c/o NCF 11625 Rainwater Drive, Suite 500; Alpharetta, GA 30004.
• For wire transfers, download and submit our wire transfer form from the Forms & Reports section of our website (see left-bar link).

Publicly traded stock (on deposit in your brokerage account)

• Download a Letter of Authorization for Stock Transfers from the Forms & Reports section of our website (see left bar link). Submit the original Letter of Authorization to the firm currently holding your shares. Fax (or mail) a copy of the letter to CFSD at 404.252.5177.
• If your shares are held with Computershare, please contact Computershare and request your shares in certificate form. They will send you a certificate, and then follow the instructions below for publicly traded stock certificates.

Publicly traded stock certificate(s)

• Download a Stock Power from the Forms & Reports section of our website (see left-bar link) and complete it. 
• Download a Certificate Release Request from the Forms & Reports section of our website (see left-bar link).  List the name of the stock and the number of shares that the certificate represents.  Print and sign your name exactly as your name appears on the front of the certificate. The Certificate Release Request must have a medallion signature guarantee, which can be obtained at your bank.
• Deliver the certificate and original Stock Power and Certificate Release Request to NCF.  We suggest overnight service or USPS return receipt requested.
• If you wish to have the certificate registered prior to gifting, please have the transfer agent register it in the name of "National Christian Charitable Foundation, Inc."

Mutual funds

• CFSD maintains accounts at most of the major brokerage firms for the purpose of facilitating the transfer of mutual fund positions. Please choose the appropriate form from the Forms & Reports section of our website (see left bar link). If your mutual funds are held at a brokerage firm other than the ones listed, check with your broker to see if the funds are transferable. If they are, please use the Fidelity form. If they are not transferable, please contact us at 866.580.GIVE (4483).

Restricted or privately held stock certificate(s)

• Please contact CFSD for further information at 1.866.580.GIVE.

Closely-held business interests

• Please contact CFSD for further information at 1.866.580.GIVE.

Retirement Plan Interests

• Complete a Designation of Beneficiary Form within your retirement plan, and note that written consent from your spouse may also be required. 
• Please contact CFSD for further information at 1.866.580.GIVE.

Personal property

• Please contact CFSD for further information at 1.866.580.GIVE.

Real estate

• Please contact CFSD for further information at 1.866.580.GIVE.

It's always a good idea to seek legal and tax advice from your professional advisor(s).