DRAFT OF EMMANUEL PROCESS FOR MAKING A STOCK TRANSFER TO THE ENDOWMENT FUND, ANNUAL OPERATING FUND AND EXPANSION FUND
1. donor contacts Tracy Brown, Office Administrator Tracy.Brown@epaumc.org 800-828-9093 ext 7012 at the Mid Atlantic UM Foundation (MAUMF), PO Box 820, Valley Forge, PA to tell her the name of the stock, number of shares, donor information and the intended beneficiary of the gift.
2. the donor is given the account information currently related to the Fulton Bank (the bank used by the Mid Atlantic UM Foundation) who in turn takes the information to their stock broker who will make the transfer.
3. the stock is transferred and sold
4. the money is distributed by the Fulton Bank per the donors instructions
5. the MAUMF sends a letter to the donor to confirm the transaction