Stock and Bond Donations

St. Anthony Foundation is making it easier for you to make non-cash donations through the transfer of appreciated stocks, bonds and other securities.  Any person wishing to donate securities either through their broker or securities held in certificate form may do so by following these instructions.

St. Anthony Foundation Tax ID# 73-6104300

Transfer of Securities Held By Your Broker
Please follow these instructions:

  1. Call the Foundation at 405.272.7070 to inform them of your gift.
  2. Complete the Stock Donation Form  and fax, mail or hand deliver to the Foundation.
  3. Contact your broker to initiate the transfer to our depository trust company as follows:
    Merrill Lynch DTC #5198
    Account number 8gh 02009
    SSMHC Portfolio Management Co.
  4. Once confirmation of transfer and sale of stock is confirmed the Foundation will send you an acknowledgement letter of your gift for your records.

Transfer of Securities Held in Certificate Form (Certificates Physically Held by Donor)
The transfer of physically held security certificates requires two mailings for the Foundation to process your donation.  We ask that you please contact the Foundation office prior to sending any securities and encourage you to mail your documents through registered mail.  If possible, we encourage you to personally deliver the stock certificates to our office or we can arrange to pickup your certificates.

Please follow these instructions:

  1. Complete the Letter of Authorization and Stock Donation Form.
  2. Mail these two forms along with your security certificates to the Foundation address listed below. Important:  do not sign the certificates or complete the transfer section of the certificates
    St. Anthony Foundation
    Attn:  Sherry Rhodes, Vice President Development
    601 NW 11th St.
    Oklahoma City, OK  73103
  3. Complete the Power form by providing the number of shares, class of stock, name of company and registration numbers listed on the certificates.  The Donor must date and sign the Power form exactly as listed on the certificates.
  4. Mail the Power form in a separate envelope to the Foundation.
  5. Once confirmation of transfer and sale of stock is confirmed the Foundation will send you an acknowledgement letter of your gift for your records.