Transfer Procedures
Please note: If you transfer your appreciated assets to JAARS, please contact us toll-free at 1-888-773-1178. We would like to thank you and provide an acknowledgment letter for your tax purposes. This follow-up is especially important for electronic transfers, because your name will not be associated with your gift.
Stock Held in a Brokerage Account
To transfer stock held in a brokerage account, instruct your broker to transfer your stock to the JAARS Fidelity Investment account. Your broker will need the following information:
- Brokerage Name: Fidelity Brokerage Services
- Brokerage DTC Number: DTC 0226
- Account Name: JAARS, Inc.
- Account Number: Z03-055476
In addition, please send JAARS the following information:
- Your full name, address and daytime telephone number
- Full name and market ID of your stock
- Number of shares
- Date of transfer request
- JAARS project(s) to which you would like your gift applied
- Special instructions, such as:
- Prayer requests
- Information concerning gifts made in honor or memory of a loved one
This information can be faxed to 1-704-843-6385 or mailed to:
JAARS, Inc.
Partnership Ministries
PO Box 248
Waxhaw NC 28173
Stock Held in a Certificate Form
To transfer stock held in a certificate form, you must complete a stock power form, which is available at any brokerage firm or financial institution. Only the signature(s) and number of shares need to be completed.
The signature(s) must be identical to the name(s) shown on the stock certificate. They must also be guaranteed through the Medallion Guarantee Program, which is available at all brokerage firms and many banks. Notarization is not acceptable for stock transactions.
To complete the transfer, mail the stock power form and your stock certificate to the above address in separate envelopes. Please include the following with your certificate:
- Your full name, address and daytime telephone number
- JAARS project(s) to which you would like your gift applied
- Special instructions, such as:
- Prayer requests
- Information concerning gifts made in honor or memory of a loved one
Employee-Owned Stock
To transfer your employee-owned, non-retirement stock to JAARS, please instruct your employer to issue a certificate in the name of “JAARS, Inc.” Your employer will also need our address, which is listed above.
Mutual Funds
If you would like to transfer your mutual fund to JAARS, please call us toll-free at 1-888-773-1178. Our staff will help you determine the most efficient transfer procedure for your specific mutual fund company.
