Please have your broker contact the Office of Gift Planning with the name of the fund(s) and the ticker symbol and/or CUSIP numbers. The procedure for transferring mutual fund shares is established by the mutual fund company and can vary in processing time and method. The Office of Gift Planning will be able to assist you with the next steps. For questions contact 410-516-7954, 800-548-1268 or firstname.lastname@example.org.
Have a question about any aspect of planning your gift to Hopkins?