Donate invested funds

Enjoy the tax advantages of donating from your stocks, mutual funds, or retirement funds while creating opportunity for children and families.

Transferring stocks:
  1. Notify us by phone or e-mail that you will be making a gift of securities. Because your name may not be identified with the electronic transfer of shares, we need your input to make sure our donation receipt will be issued accurately and promptly.
  2. Instruct your agent to transfer your gift to The Methodist Home for Children, Inc.’s broker, Brown Advisory. If your signature is required, use our stock transfer authorization letter.

Transfer to: US Bank
DTC number: 2803
Agent Bank ID# 26645
ffc: The Methodist Home for Children, Inc.
Account number: 8662084

Donating your IRA, 401K, or other retirement funds:

1. Ask your plan provider or human resources department for a “change of beneficiary” form.

2. Fill out the form, naming Methodist Home for Children as a full or partial beneficiary.

3. Call or email to let us know your plans so that we have a record in our files.

Important contacts
Methodist Home for Children

Halie Sue Clifton,
major gifts officer
[email protected]
888.305.4321 x 326

Brown Advisory

Monica Malishchak, advisor
[email protected]

For your records

Methodist Home for Children
1041 Washington St.
Raleigh NC 27605
Tax ID #: 56-0547482