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Donor
Letter of Transfer
The
Eugene Public Library Foundation provides this form letter to assist
the donor in instructing his/her broker to transfer securities as a
donation to the Eugene Public Library Foundation. To ensure that the
donor receives a proper tax credit for his/her gift, donor must
provide the Eugene Public Library Foundation with a copy of this
letter by mail or fax, including the name and telephone
number of the donor's broker:
Please FAX or MAIL copy to:
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Jim Olney
Eugene Public Library Foundation
100 West 10th
Eugene,
Oregon 97401
Fax
(541) 682-5898
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jimolney@eplfoundation.org
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| DATE: |
__________________________ |
Broker Phone #:____________________
Broker FAX # _______________________
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| TO: |
____________________________________________________________________ |
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Contact Name |
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____________________________________________________________________ |
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Brokerage House |
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____________________________________________________________________ |
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Address |
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____________________________________________________________________ |
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City State Zip |
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| RE: |
Account # _______________________________________________________ |
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Securities _______________________________________________________ |
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Number of Shares: _________ |
Estimated Value $: ______________ |
Please
accept this letter as your authorization to deliver the securities from
my account, referenced above, to the account of The Eugene Public
Library Foundation, per the following instructions:
Contact: Dominic Corleto
Wells Fargo Advisors
541-242-6536
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| Grantor Signature |
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Social Security Office |
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__________________________________ |
| Grantor Signature |
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Social Security Office |
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__________________________________ |
| Address |
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Telephone Area Code & Number |
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