Stocks and Mutual Funds - Life Plan Humboldt

Donating shares of stocks or mutual funds is a great way to help contribute to Life Plan Humboldt

To donate stocks, bonds or funds to Life Plan Humboldt in a tax efficient manner, please consider the following.

• Rather than cash in stocks to make a gift to Life Plan Humboldt, you could donate shares of stock directly to LPH and avoid capital-gain tax on the transfer.

• If you have an IRA, you can make a “qualified charitable distribution" (QCD) if you are 701/2 years of older. Have the IRA administrator make the transfer directly to LPH. The QCD is removed from your IRA without you claiming it as income.

• If you are 72 or older, your QCD can count as some or all your required minimum distribution (RMD). You can give up to $100,000 a year, and your spouse can also give up to $100,000 from his or her IRA. If you do this, alert LPH to be on the lookout for this gift, because some IRA administrators do not put your name on the distribution check.

• If you are taking out your first RMD, it must be taken by April 1 of the year after which you turn 72 (73 in 2023). After that your RMDs must be taken by December 31 of each year.

To help you facilitate a gift of stock, please use the following three simple steps:

Step 1 – Initiate the Stock Transfer

Securities can be gifted to Life Plan Humboldt in two ways: either via electronic transfer (in which your broker transfers shares using the Life Plan Humboldt DTC number) or by physically mailing the paper certificates to Life Plan Humboldt. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer. Click here to download a sample letter » for your use.

Step 2 – Notify Life Plan Humboldt by Filling Out the Form Below

Name *

First

Last

Preferred Pronoun

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Phone *

Email *

Would you like to add an additional name to your donation?

Does donor wish to remain anonymous?

Date of Transfer

What is the approximate amount you would like to donate?

Number of Shares

Name of Security

Transferring Broker First and Last Name

First

Last

What firm is the broker with? *

What state is the firm located?

Firm Phone Number *

Notes

Attach a File

Click or drag a file to this area to upload.

Step 3 – Send the Securities to Life Plan Humboldt

If Sending Stocks Electronically:

Clearing Firm: TD Ameritrade Clearing, Inc.

Tax ID Number: 47-0533629

TD Ameritrade, Inc.
Attn: Transfer of Accounts Department
200 S 108th Ave
Omaha, NE 68154-2631

DTC Number: 0188
ACCT Name: Life Plan Humboldt (Tax ID# 84-4757743)
ACCT Number: 279577663

Federal Book Entry:
BK of NYC/Ameritrade
ABA #021000018

Book Entry GNMA Securities:
PTC Instructions are: BKNYCATP

If Sending by Registered Mail:

Mail your ENDORSED certificate(s) by registered mail, to:

TD Ameritrade Clearing, Inc.
FBO: Life Plan Humboldt Acct# 279577663
PO Box 2226
Omaha, NE 68103-2226

Or to:
200 S 108th Ave.
Omaha, NE 68154-2631

Sending Mutual Funds

Electronic delivery of mutual fund shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings.

TD Ameritrade, Inc.
Tax ID Number: 47-0533629
FBO Life Plan Humboldt Account #279577663
PO Box 2226
Omaha, NE 68103-2226
Broker-Dealer: TD Ameritrade, Inc.