FREQUENTLY ASKED QUESTIONS: PLANNED GIVING

How do I donate my stocks and other securities?

Please contact your broker or financial institution to initiate a transfer of stock to Unbound. Your financial institution will need the following information to make the transfer electronically via DTC to our account with BOK Financial:

BOK Financial
c/o Shawn Trenolone
7500 College Blvd, Suite 650
Overland Park, Kansas 66210
Phone: 913.234.6627
Fax: 913.234.6662
Email: [email protected]

Stock transfer instructions:
BOK FINANCIAL
Please send CUSIP and Donor Name with any security transfer. We accept whole shares only — please liquidate fractional shares.

• DTC Clearing Account No. 0443 Pershing, LLC
• FBO: Unbound Donor TNC012142

For physical transfer instructions of stock and for transfers of all other securities, please contact us at [email protected]
or 800.875.6564.

I am considering an estate gift to Unbound. Do you offer sample language to be included in my will or trust?

Sample bequest language to benefit the general purposes of the organization:

"I give, devise and bequeath to Unbound, fully incorporated under the laws of the State of Missouri (Federal tax identification number 43-1243999), the sum of $___________ or _________% from my residuary estate. I direct this gift to be used for the general purposes of the organization where the need is greatest."

Should you choose to include Unbound in your estate plan, please notify us by email at [email protected] or by phone at 800.875.6564.

 

How can I provide for continuation of benefits to my friend after my death?

Many sponsors include a provision in their will or trust to benefit their sponsored friends.

Sample bequest language for continuation of sponsorship benefits:

"I give, devise and bequeath to Unbound, fully incorporated under the laws of the State of Missouri (Federal tax identification number 43-1243999), the sum of $___________ or _________% from my residuary estate for the benefit of my sponsored friend, (name of child or aging person) (CH number) of (project) in (country), for the continuation of his/her sponsorship benefits and to provide additional funding as needed for emergency assistance, and higher education or vocational training. If my sponsored friend has left the program or has no assessed need for additional assistance, any residual funds may be used for others sponsored by me, or applied to the scholarship fund or general fund at the discretion of Unbound."

 

I have another type of gift in mind that I don't see listed. What should I do?

Have something else in mind or need assistance with your options? Contact us so we can help! Reach us by email at [email protected] or by phone at 800.875.6564.

MORE QUESTIONS?