Gifts of Mutual Fund Shares
Thank you for considering a gift of mutual fund shares to CERF+ (CERF+). To donate mutual fund shares, we ask you to do two things:
- Contact the CERF+ office (802-229-2306, carrie@craftemergency.org) to make us aware of your plans and let us know the name of and number of mutual fund shares you are donating. This is important because your name will not be included in the wire transfer to our broker.
- Contact, or have your broker contact, one of CERF+’s brokers at Chittenden Bank (contact information below). Once Chittenden Bank knows the mutual company associated with the shares, they can provide the account information needed.
The Chittenden Bank contacts are:
Monica McSweeney
Phone: (802) 660-1242
Fax: (802) 652-6182
mmcsweeney@chittenden.com
or
Mark Aridgides
Phone: (802) 253-0018
Fax: (802) 652-6182
maridgides@chittenden.com