SAMPLE OF LETTER OF INSTRUCTION TO BROKER TO TRANSFER ...
SAMPLE OF LETTER OF INSTRUCTION TO BROKER TO TRANSFER STOCK TO THE INSTUTUTE FOR SHIPBOARD EDUCATION
Donor Name(s)
Address
Telephone Number
(date)
(name of broker)
(address)
RE: Letter of Instruction to transfer securities
Dear _____:
I wish to irrevocably contribute (insert number of shares or dollar amount) of (insert stock name) common stock to the Institute for Shipboard Education as a (pledge payment towards _____; or an outright gift towards _____).
Please transfer these shares from my Account Number: #_____ to the Institute for Shipboard Education in Charlottesville, Virginia (a Virginia not for profit corporation, tax I.D. #95-3075415) on or before (insert date).
Please transfer the shares to the Institute for Shipboard Education’s brokerage account with Wells Fargo Advisors as follows:
Wells Fargo Advisors, LLC
Attn: Lloyd Laughlin
1606 Carmody Court, Suite 401
Sewickley, PA 15143
Telephone 724-934-8518
Account #35652693
DTC #0141
If there are any questions about this transfer of stock, please call (insert your name and phone number). Thank you for your prompt attention to this request.
(Signature/Donor Name)
(Spouse Signature/Name
if applicable)
cc: Semester at Sea
Institute for Shipboard of Education
Attn: Melissa Bingler, Director of Advancement Services
PO Box 400885
Charlottesville, VA 22904
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