The Trust makes it easy to add to your fund with cash or securities.

Giving Cash
If you want to give cash, simply make your check payable to “Community Funds, Inc.” and write the name of your fund on the memo portion of the check.

Giving Securities
Many donors prefer to contribute appreciated securities (since you receive the deduction for the current value, and pay no capital gains). Non-publicly traded securities may also be appropriate gifts. For these, please contact our counsel, Jane Wilton, at 212.686.0010, ext. 379, who can determine whether we can accept the gift and walk you through the process.

1. Securities Held in a Brokerage Account
   Securities held for you by your broker may be delivered by wire through the Depository Trust Company (DTC) to our brokerage account.  Instructions should be given as follows:
   
   The Bank of New York                                           
   DTC # 901                                          
   Account #567390                                          
   for Community Funds, Inc.                    
   
   If you choose this method, please be sure to let us know in advance so that our broker can be alerted to accept the securities and so that we are able to acknowledge your gift properly. Please be sure that we know the name of the brokerage house and the name and telephone number of your contact person.  
            
2. Securities Held in a Brokerage Account Valued in Excess of $100,000                  
   For securities held for you by your broker valued in excess of $100,000, please call our Chief Investment Officer, Mary Greenebaum at (212) 686-0010, ext. 464.   
          
3. Securities Held in a Bank Custodian Account                  
   Many banks have a “gift account” procedure whereby securities may be removed from your custodian account and placed in a “gift account” until instructions have been received from the donee.  Please be sure to let us know the name of the bank and telephone number of your contact person.    
         
4. Securities Registered in Your Name                  
   Securities may be delivered directly to us (Attention: Raymond Salibur, Investment Administrator). When a signed stock power is combined physically with the securities, they become freely negotiable. If you choose this method, please mail the securities and stock power separately.   
         
5. Rule 144 of “Thinly Traded” Securities                  
   As Rule 144 securities require additional paperwork to be in negotiable form, there may be a delay of several weeks before the actual sale.  Rule 144 securities require the transfer agent to issue new shares without the restrictive legend.   So-called “thinly traded” securities may also take time to sell. Securities registered in your name require a signed stock power.   For further information, please call Mary Greenebaum at (212) 686-0010, ext. 464.    
   

Sample Form of Gift Notification                                                                                                                                Date:____________                  

Name and Address of Broker
or Investment Advisor or Custodian Bank, etc. 

                                   Re: Account Number ___________________                  

Dear: ________________:                          

I wish to make a gift of securities to the _________ Fund at Community Funds, Inc.  Upon receipt of this letter, please make arrangements to transfer from the above captioned account as follows:                          

Number of Shares: _______________                          
Name of Issuer:_______________                                                                  
Institution: The Bank of New York                                                                        
Attention: Greg Foster (315) 414-3697                                                                     
DTC Number: 901                                                                                     
Account Name: Community Funds, Inc.                          
Account Number: 567390                          

If you require further information regarding this transfer, please contact Raymond Salibur at Community Funds, Inc.  His telephone number is (212) 686-0010, ext. 455.                                      

Sincerely,                                                                                                            
Donor Signature