Stock Transfers

You can make tax deductible gifts of stock, bonds, and mutual funds to Benton Community Foundation (“BCF) in three easy steps:

1. Click here to download and complete the “authorization letter” addressed to your financial institution or stockbroker. Your financial institution will not transfer stock without your written authorization. Be sure to sign and date this letter.  

2. Fax or mail the letter to your financial institution or stockbroker that is holding your stock, and confirm that your letter has been received.

3. E-mail us (or call us at 541-753-1603) to let us know when the stock will be transferred. This is important because securities transferred through the Depository Trust and Clearing Corporation (“DTCC”) are received anonymously. We want to make sure that you receive a tax donation receipt for your gift and that we apply your gift for the purpose you intended.

Thank you for investing in our community through philanthropy!