Contribution Notification Form

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This form is to notify The Signatry of your intention to make a gift and to provide us with tracking information. It does not initiate the gift. Without the information on this form, we may not be able to place your contribution in the intended fund when we receive it. If you need assistance with the form, please contact our team at [email protected] or 913-310-0279.

If you prefer to use a PDF version of the form, you can download it here and email a completed copy to our Donor Care team.

Note: All of the information you provide in this form will only be used within The Signatry's secure platform and for The Signatry's internal use. By providing contact information, you are agreeing to receive communication from The Signatry.

"*" Indicates a required field

Fund Information

The gift is intended to be given as an irrevocable transfer to The Signatry and placed in the following fund. If you do not have a fund, you can sign up for one here.
Fund Name**
Fund ID*
Funds held at The Signatry are property of The Signatry and are subject to The Signatry's exclusive legal control. Grant funds can only be used for charitable purposes and may not be used to benefit the donor, the donor advisor, nor any other purpose conferring an impermissible private benefit.
Account Management
Does your professional advisor manage your account?**
- Yes
- No
Receiving Account
Which Receiving Account do you prefer for your contribution?**
- The Signatry's main account
- An Advisor Managed Account
Note: Securities received into The Signatry's main account will be liquidated upon receipt, and the proceeds will be transferred into the fund you have indicated on this form. If you do not wish to liquidate or want to transfer the securities in-kind, please direct to your advisor or custodian.
Please provide the last 4 digits of the Advisor Managed Account**

Role Definition
Which of the following best describes your role in this contribution?**
- I am the primary contributor (the person being receipted for the gift)
- I am representing the primary contributor
Please provide the following information about yourself
What is your relationship to the contributor?
- Financial Advisor
- Legal Counsel
- Spouse/Relative
- Other
Representative Name**
Representative Email**
Representative Phone**
Contributor Information
Contributor Name**
Street Address**
City**
State**
Zip**
Contributor Email**
Contributor Phone**
If you have any questions about contributors, please contact our Donor Care team at [email protected] or 913-310-0279.

Method of Contribution
Which type of contribution do you intend to make?**
- Check
- Wire/ACH
- Securities
Note: Securities cannot be held at a third-party transfer agent such as Computershare, EQ Shareowners, etc.
Check Contributions
Wire/ACH Contributions
Amount of Donation ($)**
Expected Date of Transaction**
MM slash DD slash YYYY
Name of Sending Institution**
Details for where to direct the check as well as year-end considerations will be provided once you have completed this form.
Details for where to direct the wire or ACH transfer will be provided once you have completed this form.
Securities Contributions

Instruct your advisor/broker to initiate the gift.
Name of Transferring Security Issuer**
Expected Date of Transfer**
MM slash DD slash YYYY
List of Marketable Securities
Please complete the following information regarding your contribution so that we can identify your gift when it is transferred to The Signatry.

If you are transferring more than 10 securities, please attach a spreadsheet with the full list of securities. Contact Donor Care at [email protected] or 913-310-0279 if you need assistance.
Upload Full List of Securities - Download Template
Upload Full List of Securities:
Max. file size: 50 MB.
- OR -

Fill in Fields Below:
Security 1
Name of Security #1
# of Shares
Ticker/CUSIP
Expected Value ($)
Do you intend to contribute another security?
- Yes
- No
Security 2
Name of Security #2**
# of Shares**
Ticker/CUSIP**
Expected Value ($)**
Do you intend to contribute another security?
- Yes
- No
Security 3
Name of Security #3**
# of Shares**
Ticker/CUSIP**
Expected Value ($)**
Do you intend to contribute another security?
- Yes
- No
Security 4
Name of Security #4**
# of Shares**
Ticker/CUSIP**
Expected Value ($)**
Do you intend to contribute another security?
- Yes
- No
Security 5
Name of Security #5**
# of Shares**
Ticker/CUSIP**
Expected Value ($)**
Do you intend to contribute another security?
- Yes
- No
Security 6
Name of Security #6**
# of Shares**
Ticker/CUSIP**
Expected Value ($)**
Do you intend to contribute another security?
- Yes
- No
Security 7
Name of Security #7**
# of Shares**
Ticker/CUSIP**
Expected Value ($)**
Do you intend to contribute another security?
- Yes
- No
Security 8
Name of Security #8**
# of Shares**
Ticker/CUSIP**
Expected Value ($)**
Do you intend to contribute another security?
- Yes
- No
Security 9
Name of Security #9**
# of Shares**
Ticker/CUSIP**
Expected Value ($)**
Do you intend to contribute another security?
- Yes
- No
Security 10
Name of Security #10**
# of Shares**
Ticker/CUSIP**
Expected Value ($)**
For securities being transferred to The Signatry's main account (not to an Advisor Managed Account), contact your broker to initiate the transfer. Information about where to direct your transfer will be provided once you complete this form.

Note: Securities received into The Signatry's main account will be liquidated upon receipt, and the proceeds will be transferred into the fund you have indicated on this form. If you do not wish to liquidate or want to transfer the securities in-kind, please direct to your advisor or custodian instead.

Note: The financial institution holding the securities may require the use of its own form or letter of instruction. Please check with the firm to see what additional forms they require. If the securities are not transferrable, notify The Signatry that the intended gift will not be completed.

Acknowledgement

I understand and acknowledge that this form cannot be used to transfer property to The Signatry. Any contribution should be coordinated with my financial institution, broker or advisor, and any contribution, once accepted by the fund, represents an irrevocable contribution to The Signatry and is not refundable to me for any reason.
Your Printed Name**
Date of Acknowledgement**
MM slash DD slash YYYY
Funds held at The Signatry are property of The Signatry and are subject to The Signatry's exclusive legal control. Grant funds can only be used for charitable purposes and may not be used to benefit the donor, the donor advisor, nor any other purpose conferring to an impermissible private benefit.
Do you have any final questions or comments before submitting?
Submit Your Form

When you are finished filling in the fields above, please click "Submit" below to submit your form to The Signatry.

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Disclaimer: The Signatry does not provide legal, tax, financial or other professional advice.
You should consult professional advisors concerning the legal, tax, or financial consequences of your charitable activities.