Gifts of Stock

Three easy steps

Sample Letter A - Charles Schwab only

Date

To: Charles Schwab & Co., Inc.
Institutional Service Group New York Metro - Team 2
P.O. Box 628290
Orlando, FL 32862-9905

RE: AKC Canine Health Foundation, Fund ___________ Account # 1057- _______

Dear Sir or Madam:
Please move __________ shares of ________________ stock of __________________
                       (Number)                    (Common/Preferred)                (Name of Company)

from my account, # __________________, to the account of the AKC Canine Health Foundation, account # 1057- _________. This is a charitable donation.

Thank you for your assistance.

Sincerely,

 

---

Sample Letter B - brokerage firms other than Charles Schwab

Date

To: (Brokerage firm address)

Dear Sir or Madam:

Please transfer the following security(ies) from my account # ______________________ to Charles Schwab & Company, Inc. via DTC for the benefit of the AKC Canine Health Foundation, Fund type ____________________, account # 1057- ___________. The DTC number for Charles Schwab & Company is 0164, code 40. This is a charitable donation.

Security(ies) to be transferred: _________ shares of ________________ stock of (Number) (Common/Preferred) ____________________. (Name of Company)

Sincerely,

CC:  AKC Canine Health Foundation
       P.O. Box 900061
       Raleigh, NC 27675-9061

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