Thank you for considering the CCCC Community Trust Fund for your donation needs! Our established process will take only 2-4 weeks to liquidate and process investments!*
*Subject to your financial institution’s transfer and trade settlement time.
The CCCC Community Trust Fund (CTF) is an online tool used by donors or their brokers/advisors to submit donations of securities to charity beneficiaries and/or create Donor-Advised Funds (DAFs) to distribute their gifts over time.
The CTF’s process will generate the transfer paperwork through a seamless established process. The tool also facilitates notes relating to the gifts the donors may like us pass on.
To get started, follow these steps:
1. Create an account and click "start a donation" to begin,
As the owner, a donor should always have full access to this account. However, generally we find that donors' investment and tax advisors provide strong support for account opening and management.
2. Answer the questions to prefill the Securities Transfer and Beneficiary Authorization forms for the donation,
3. Print, sign, and send only the Transfer form to your broker,
4. Send CCCC a copy of both forms and we will do the rest!
What to expect
Submitting a donation through the CTF will generate two forms: one is for the financial institutions to transfer securities, and the other is the beneficiary recommendation form.
While only the Securities Transfer form needs to be forwarded to the donor’s brokerage, the donor’s signature is required on both Transfer form and charity beneficiary form and must be provided to the CTF complete the process. This creates a trackable record for the donor or their representative through their CTF account.
Donors are also encouraged to reuse the account if gifts of securities are appropriate as part of their routine giving plan or to start a Donor-Advised Fund.
