Securities Gift Information Form

Thank you for contacting FM Financial to assist with a securities gift to one of our Free Methodist churches or another Free Methodist-related ministry. Please read the instructions below and let us know if you have any questions.

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INSTRUCTIONS: Please complete the information below and submit to FM Financial PRIOR to initiating a securities gift through your broker. Then, contact your broker and inform them of your intent to make a gift. Each broker will have their own process and paperwork, some of which may require a medallion guarantee. Information your broker will need from FM Financial is included below. Securities that are not publicly traded may require additional processing. FM Financial would be happy to assist and answer your questions. Please call (800) 325-8975 or email securities@fmfinancial.org.​

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​PLEASE NOTE: We are typically not notified of the donor's name or the designation of the gift when securities arrive in our account. It is therefore essential that you complete this form so we can process your gift in a timely manner. If we do not receive proper notification of a gift, the securities will be sold and the proceeds placed in our gift liquidation account until properly identified.​​

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IMPORTANT: Please use this form and the account information below to make a gift of securities to a Free Methodist or Free Methodist-related ministry.  If you wish to designate your gift to a non-Free Methodist ministry, or through GuideStream Charitable Gift Fund, please contact us at 800-325-8975 for the proper procedure.

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THANK YOU!