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Gifts of Stock

Thank you for your interest in making a gift of stock to CMDA. An electronic transfer is the preferred and most secure way to transfer stock. Instructions are provided below. If you have questions, or are interested in donating mutual funds, please contact the Stewardship Development Office at 888-230-2637. We are grateful for your support.

Notification of Donor Intent
For audit and acknowledgement purposes, the donor or transferring broker should provide a Notification of Donor Intent with the following information for all gifts of stock:

  1. Donor’s name and complete address
  2. Name of stock
  3. Number of shares transferred
  4. Specific CMDA program/ministry to which gift should be directed, if any
  5. Transferring broker’s name and contact information

You may use the Gift Instruction Form, Download file Stock Gift Instructions provide a letter or send an email to communicate this information at the time of transfer to:

Christian Medical & Dental Associations
Office of Stewardship Development
P.O. Box 7500
Bristol, TN 37621

Fax: 423-844-1017
Email: Stewardship Dept.


Instructions to Transfer Stock Electronically
The easiest and most secure way to donate stock is electronically through your broker. You must initiate the transfer with your broker. For electronic transfers of stock, please provide your broker with the following CMDA brokerage information:

Clearing Firm: Charles Schwab & Co., Inc.
DTC Number: 0164  Code: 40
Account Name: Christian Medical & Dental Associations
Account Number: 51371378
Tax ID Number: 36-2284267


Sending Stock Certificates by Mail

Mail your endorsed certificate(s) and completed  Download file Stock Power Form IN SEPARATE ENVELOPES, by a traceable shipping method such as FedEx, UPS, Registered Mail, etc. to:

Christian Medical & Dental Associations
Office of Stewardship Development
P.O. Box 7500
Bristol, TN 37621

The signed stock power form MUST HAVE A MEDALLION SIGNATURE GUARANTEE from a broker or bank.

If you have any questions about donating stock to CMDA, please contact the Stewardship Development office at 1-888-230-2637 or by email.