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stock gifting instructions

Sample letter of instructions for your broker:

Broker
Acme Securities
123 Main Street
Anytown, CA 91142

Dear Broker,

I wish to convey a gift of stock to Sempervirens Fund, a non-profit land conservancy. Please immediately execute the transfer of shares as indicated below:

FROM: account number: # (your account number)
NAME of stock:   (name of stock)
SHARES to be gifted: (number of shares, OR dollar value of gifted shares)

TO: Deposit Trust Corporation account # DTC 015 at Morgan Stanley
ATTN: Sempervirens Fund account #112-097937-0-04

Thank you for your prompt attention to this request.

Sincerely,
(sign here; provide signature guarantee, if required by your broker)

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