In this section, you'll find many of the forms you need to manage your giving through NMCF.  For the latest performance reports of our Fund investment pools, visit the Investment Reports page of our site. 

After downloading one of the forms below, email, fax, or mail them to NMCF at the contact information on the form (or on the "Contact Us" link on the left bar).

NOTE:  NMCF is affiliated with The National Christian Foundation (NCF), and some of the forms below reference NCF (as well as Fidelity).

General policies and instructions  

• NMCF Program Guidelines – complete details about giving through NMCF
   
• Asset Transfer Instructions – how to contribute gifts to NMCF (note: this link is to a Web page in our Individuals & Families section of our site)
   

Applications and general forms

• NMCF Giving Fund Application (PDF Format) – to open a Giving Fund   
  • Or use our online version 
     
• Non-Liquid Asset Donation Form – to provide NMCF with key information for your gifts of real estate, business interests, and other non-liquid assets
   
• Investment Portfolio Recommendation – to recommend a change in your investment options.
   
• Authorization to Add or Remove Advisors – to give others access to your Fund information.
   
• NMCF Legacy Fund Application – to open a Legacy Fund and to provide Legacy Fund testamentary advisement
   
• Supporting Organization Application – to establish a Supporting Organization (SO)
   
• Designated Fund Agreement – to open a Designated Fund
   
• Single Charity Fund Agreement – to open a Single Charity Fund
   

Wire Notification Form

• Wire Notification Form – to notify NMCF that you are wiring money to your Fund at NMCF

Giving Securities

• Letter of Authorization for Stock Transfers – to transfer stock on deposit in your brokerage account. If your shares are held at Computershare, please contact Computershare and request your shares in certificate form. Computershare will send you a certificate, and then use the Certificate Release Request and the Irrevocable Stock Power Form below to transfer your stock certificate to NMCF.
  
  If you are transferring stock using your brokerage firm's forms, please use DTC Clearing Number 0226 for National Financial Services and the account number on this Letter of Authorization. Please also send in this Letter of Authorization to our foundation so we will know which fund should receive your contribution.
   
• Master Limited Partnership Stock – If you would like to transfer these types of securities please contact the contributions department at 505-314-3400 prior to the transfer.
   
• Letter of Authorization for Mutual Fund Transfers – to transfer mutual funds to NMCF.  Select the institution you're transferring from:
  • Fidelity - this form may also be used to transfer mutual funds if they are held at a firm other than the ones listed. Check with your broker to make sure the mutual funds are transferable. If they are not transferable, contact us at 505-314-3400.
  • Schwab
  • Merrill Lynch
  • TD Ameritrade
  • Oppenheimer
  • Pershing
  • Morgan Keegan
  • Ameriprise
  • Vanguard – Use this prefilled form to transfer Vanguard Mutual Fund Shares to NMCF. Please fill out pages 3-6 of the form and fax to New Mexico Christian Foundation at 505.314.3401 or send it via regular mail. Once received, the required corporate documents will be completed and submitted to Vanguard. Please allow 2-3 weeks for processing.

• Certificate Release Request – to transfer stock certificate(s) in your physical possession
   
• Irrevocable Stock Power Form (Fidelity Form) – to allow NMCF/NCF to facilitate the processing of your certificate(s) in the absence of your endorsement on the certificate(s)

Testamentary giving forms

• Testamentary Gift Information - explains the process for naming NMCF as the beneficiary in your will/estate 
   
• Giving Fund Succession Plan Letter of Advisement - allows you to recommend to NMCF where your Giving balance is distributed upon your death 
    

Grant recommendation forms

• Domestic Grant Recommendation Form – for grants to U.S.-based charities (though recommending grants is free and fast on our Donor Website)