STOCK TRANSFER INSTRUCTIONS - Amazon S3
STOCK TRANSFER INSTRUCTIONS
I.
Donors can instruct their financial institution to transfer securities electronically via "DTC" to
the USAFA Endowment, Inc. at:
VANGUARD BROKERAGE SERVICES DTC Number: 0062 For further credit to: USAFA Endowment, Inc Account number: 66118829
II. To ensure that the contribution is receipted in an expedient manner, please communicate the stock transfer request in writing or electronically to the USAFA Endowment, Inc. using the Sample Letter on Page 2 as a guide. Information to include in letter or e-mail: name of donor, name and number of shares donated, and reason/campaign for which the donation is being made. If emailing, please copy Dennis Scruggs, Chief Financial Officer, at dennis.scruggs@
Gift of Marketable Securities to USAFA Endowment, Inc. STOCK TRANSFER LETTER
Donor Name and Address: Date: Donor Brokerage Firm:
Dear _________________: Please transfer a charitable donation of ______ shares of _________________ from my account number _________________ to the brokerage account of the USAFA Endowment, Inc. as follows:
Vanguard Brokerage Securities DTC #0062 Account #66118829 A copy of this letter has been sent to the USAFA Endowment, Inc. and to its broker, Vanguard Brokerage Services. Check the applicable box(es): [ ] _____ percent of my gift may be used at the discretion of the USAFA Endowment Board of Directors to advance the mission of the USAFA Endowment and the Air Force Academy (USAFA Endowment Fund). [ ] _____ percent of my gift must be used for ___________________________________________. [ ] This gift is to be applied against my outstanding pledge, dated ___________, to the Endowment.
Thank you,
______________________ (Signature) cc: Dennis Scruggs, Chief Financial Officer, USAFA Endowment, Inc., 3116 Academy Drive, USAF Academy,
CO 80840 Vanguard Brokerage Securities, P.O. Box 1110, Valley Forge, PA 19482-1110
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