In this section, you'll find many of the forms you need to manage your giving through OCF.  For the latest performance reports of our Fund investment pools, visit the Investment Reports page of our site. 

After downloading one of the forms below, email, fax, or mail them to OCF at the contact information on the form (or on the "Contact Us" link on the left bar).

NOTE:  OCF is affiliated with The National Christian Foundation (NCF), and some of the forms below reference NCF (as well as Fidelity).

Notice about your contributions to OCF:
NCF, with whom OCF is affiliated, has exclusive legal control over the assets it receives.  This page may be printed for your records. Dated:

General policies and instructions  

• OCF Program Guidelines – complete details about giving through OCF
   
• Asset Transfer Instructions – how to contribute gifts to OCF (note: this link is to a Web page in our Individuals & Families section of our site)
   

Applications and general forms

• OCF Giving Fund Application (PDF Format) – to open a Giving Fund   
  • Or use our online version 
     
• Non-Liquid Asset Donation Form – to provide OCF with key information for your gifts of real estate, business interests, and other non-liquid assets
   
• Investment Portfolio Recommendation – to recommend a change in your investment options.
   
• Authorization to Add or Remove Advisors – to give others access to your Fund information.
   
• OCF Legacy Fund Application – to open a Legacy Fund and to provide Legacy Fund testamentary advisement
   
• Supporting Organization Application – to establish a Supporting Organization (SO)
   
• Designated Fund Agreement – to open a Designated Fund
   
• Single Charity Fund Agreement – to open a Single Charity Fund
   

Wire Notification Form

• Wire Notification Form – to notify OCF that you are wiring money to your Fund at OCF

Giving Securities

• Letter of Authorization for Stock Transfers – to transfer stock on deposit in your brokerage account. If your shares are held at Computershare, please contact Computershare and request your shares in certificate form. Computershare will send you a certificate, and then use the Certificate Release Request and the Irrevocable Stock Power Form below to transfer your stock certificate to OCF.
   
• Letter of Authorization for Mutual Fund Transfers – to transfer mutual funds to OCF.  Select the institution you're transferring from:
  • Fidelity - this form may also be used to transfer mutual funds if they are held at a firm other than the ones listed. Check with your broker to make sure the mutual funds are transferable. If they are not transferable, contact us at 407-447-9509.
  • Schwab
  • Merrill Lynch
  • TD Ameritrade
  • Oppenheimer
  • Pershing
  • Morgan Keegan
  • Ameriprise
     
• Certificate Release Request – to transfer stock certificate(s) in your physical possession
   
• Irrevocable Stock Power Form (Fidelity Form) – to allow OCF/NCF to facilitate the processing of your certificate(s) in the absence of your endorsement on the certificate(s)

Testamentary giving forms

• Testamentary Gift Information - explains the process for naming OCF as the beneficiary in your will/estate 
   
• Giving Fund Succession Plan Letter of Advisement - allows you to recommend to OCF where your Giving balance is distributed upon your death 
    

Grant recommendation forms

• Domestic Grant Recommendation Form – for grants to U.S.-based charities (though recommending grants is free and fast on our Donor Website)