Gifts of Securities - Sample Letters

Sample Letter of Authorization to Your Broker 


[date]

[your address]

Name of broker or banker
Company name
Address

Dear __________,

I wish to make a gift of [number of] shares of [name of company] common stock to Barnard College, a nonprofit, tax-exempt charitable organization, for [purpose – designation of your gift]. Please transfer these shares from my account [# __________] to Barnard College at JPMorgan Chase through the Depository Trust Company (DTC). The DTC instructions are as follows:

JPMorgan Chase
DTC number: 0902
Credit to: Barnard College, Account: P26050

The tax identification number of Barnard College is 13-1628149.

If you have any questions regarding this transfer, please contact me or call Yvette Edlow, Barnard College, Development Office, 3009 Broadway, New York, NY 10027, at 212.870.2520.

Thank you for your prompt attention to this matter.

Sincerely,

[your name and signature]

cc: Barnard College

Attn: Yvette Edlow, Development Office
3009 Broadway
New York, NY 10027
Tel: 646.745.8301
Fax: 646.745.8300


Sample Stock Certificate Transmittal Letter 


[date]

[your address]

Barnard College
Attn: Audra Lewton, Planned Giving
3009 Broadway
New York, NY 10027

Dear Audra,

I am making a gift of [number of] shares of [company name] common stock to Barnard College for [purpose – designation of your gift]. I have enclosed _____ certificate(s) numbered ___ ___.

Sincerely,

[signature]_______________________________________

[Your Name-printed] _______________________________________

[Sign and print your name exactly as it appears on the stock certificate]