Gifts of Stock

Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. However, if you desire, you may also transfer certificates directly. Be sure to follow the instructions below:

Step 1: Initiate Transfer

There are two common methods of gifting securities to WFYI. The first is electronic transfer through which your broker can transfer shares using WFYI’s DTC number. The other is physically mailing the paper certificate to WFYI. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer.

         WFYI Federal ID #: 35-1147600
         WFYI Foundation Federal ID #: 35-1961650

Step 2: Method of Delivery (Choose one)

If you choose to electronically transfer your shares to WFYI’s brokerage account, please contact:

Contact: Brock Eveland
Title: Donor Relations Manager
Phone Number: (317) 614-0475
Email: beveland@wfyi.org
Address: 1630 N. Meridian St.
               Indianapolis, IN 46202

If you choose to send paper certificates, mail your UNENDORSED certificate(s) with signed stock power form in separate envelopes by registered mail to:

WFYI
Attn: Brock Eveland
1630 N. Meridian St.
Indianapolis, IN 46202

Certificates already registered in the name of Metropolitan Indianapolis Public Media, Inc. or WFYI do not require the stock power for execution of the transfer. Please mail these to:

WFYI
Attn: Brock Eveland
1630 N. Meridian St.
Indianapolis, IN 46202

STEP 3: Notification Of Donor Intent

Regardless of the method chosen to deliver a gift of stock, the donor or the transferring broker must provide the following information for audit and acknowledgement purposes:

  • Donor’s name and complete address
  • Name and number of securities transferred
  • Name of brokerage house shares will be transferred from (i.e. Raymond James Financial Services, etc.)
  • Date of the transfer
  • Specific program/membership level at WFYI gift should be directed, (if any)