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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: my account number: #
(enter your account
number)
NAME of stock: (enter
name of stock)
SHARES to be gifted:
(enter number of shares, OR dollar value
of gifted shares)
TO: Deposit Trust Corporation acct. # 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) |