Mutual Fund gifts/donations will be accepted on a “Best Efforts” basis only by our broker, BNY Mellon. For Mutual Funds requiring BIN#, please have your broker contact BNYMCM Gift Processing at bnymcmgiftprocessing@bnymellon.com, for additional instructions.

To initiate the process of transferring mutual funds please provide us with the following information in writing:

1. Donor name and address
2. Name, location and telephone number of broker/agent (if applicable)
3. Fund Family Name
4. Fund Name
5. Ticker Symbol/CUSIP
6. Number of shares or dollar value
7. Purpose of gift, any restrictions or designations

To avoid confusion, before the gift is transferred, please contact Myrna Wells, Senior Associate Director Gift Policy Administration. Myrna’s direct phone is 267-441-4939 and her email is dennism@chop.edu. If Myrna is unavailable, please email, Rachel Mirage at mirager@chop.edu.

Upon notification, CHOP may need to establish an appropriate account to receive the gift from the institution holding your mutual fund. Once this account is established, you will be contacted with information necessary for initiating the transfer.

Please note that mutual fund transfers may take 3-4 weeks for completion. All mutual fund gifts and gifts of physical securities will be processed on a best-efforts basis after the middle of December. Please ensure that your transfer is initiated well before the close of the calendar year, in order to receive tax credit for that year.