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FUNDING GUIDELINES
Below we have provided
basic instructions for contributing cash, mutual funds, or securities to
The World Foundation. If you do not
find instructions for your contribution type, or if you need
assistance, please call The
World Foundation at (602) 955-4770.
If you
currently have a family foundation with The World Foundation and wish to make an
additional contribution, please follow the instructions below,
and fill out a copy of the "Additional Contribution" form.
The World Foundation will confirm to you in writing the receipt of all
assets.
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Mail to:
The
World
Foundation™
4518 N. 32nd Street
Phoenix, AZ 85018
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To establish a family
foundation or to add to a family foundation, call:
Work: (602) 955-4770
Fax: (602) 955-4707
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Other important
numbers:
Tax Status: 501(c)(3)
Public Charity
Tax ID #: 86-0893326
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Contribution Type: Mail/Fax
to The World Foundation: Instructions:
CASH
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Check
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Application
and copy of check
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Please make checks
payable to "The World Foundation." Mail
or deliver to broker for deposit to established foundation
brokerage account.*
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Wire Cash
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Application
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Please contact your
investment advisor or broker (or call us)
for the proper instructions to wire
funds into your family foundation.
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STOCK
CERTIFICATES
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Stock Certificates
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Application
and copy of
endorsed certificate (we suggest using a mail method requiring a receipt)
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Your investment advisor
or broker (or call us if you do not have one) can instruct you on how to
endorse certificates over to your newly established family foundation
account. Date and sign the certificate exactly as your name appears
on the front. Also, write the newly established foundation brokerage
account number on the front, top-right corner of the certificate. Mail or
deliver the certificates to your broker if an account has already been established
or to The World Foundation if the account has not been established.
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CASH OR
SECURITIES HELD AT FINANCIAL INVESTMENT FIRMS
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Securities and/or
Mutual Funds Held at a Financial Institution
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Application
and a copy of the Letter of
Instruction A
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Submit original Letter
of Instruction (see "Letter of Instruction A") to the firm
currently holding the securities. Instructions should request that shares
are transferred directly to The World Foundation account name and
number listed with your broker (see your broker or call us for the
appropriate DTC #).
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Mutual Funds Held at a
Mutual Fund Company
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Application and copy of the Letter of
Instruction B
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Submit original Letter
of Instruction (see "Letter of Instruction B") to the mutual fund
company. Instructions should request that shares are transferred directly
to The World Foundation account name and number listed with your broker
(see your broker or call us for the appropriate DTC #). Check with the fund
company regarding signature guarantee requirements.
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OTHER ASSETS
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Real Estate,
Partnerships, Closely Held or Restricted Stock, Artwork or Other Assets
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Application
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Please contact The
World Foundation before making any contribution of these types. The
World Foundation™ will work with you or your financial and tax
professionals to effectuate the transfer. The World Foundation will
provide simple instructions that pertain to the asset in question and will
authorize in writing the final transfer.
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* All contributions will
be deposited into the donor's family foundation at The Word Foundation.
 
Table of Contents
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