Stock Transfer Instructions

Important note: You must notify your CICF relationship manager and CICF Senior Director of Finance Jen Schrier (jens@cicf.org) about your stock transfer including the amount and date so that we can follow up on the status and ensure the contribution is allocated to the correct fund.

Gifts must be received by December 31 for gift acknowledgement in the current year.

A/C # N7M100269 – Central Indiana Community Foundation, Inc.

DTC Eligible Securities:
DTC# 0443
Pershing, LLC
For Credit to account #: N7M100269
Client account name: Central Indiana Community Fdn

Fed Eligible Securities:
ABA# 021-000-018
Bank of NY/Pershing
For Credit to account #: N7M100269
Client account name: Central Indiana Community Fdn

Mutual Funds:
Contact Jorja Watts, BNY Mellon Capital Markets, at 412-234-0439 to coordinate delivery.

Physical Securities:
Contact Jen Schrier (see below information) to coordinate delivery.

CICF Contact Information:  
Jen Schrier, Senior Director of Finance
615 N. Alabama Street, Suite 300
Indianapolis, IN 46204
Phone #317-634-2423, ext. 526
E-mail: jens@cicf.org
Provide this information to your broker to complete the stock transfer.

For More Information:
With questions or for more information, contact Jen Schrier at jens@cicf.org.

We greatly appreciate your support of Central Indiana and CICF.