INSTRUCTIONS FOR GIFTING OF SECURITIES
If you would like to gift securities (i.e. stocks or bonds) to Coalition For Life St. Louis, please notify Brian Westbrook at 314-827-4039 ext. 1000 and follow the instructions below.
There are two methods for giving:
METHOD ONE – DTC TRANSFER
This is the most common method of transfer. If you own securities registered at a bank or brokerage firm, you will need to notify them of your intention to gift the specific securities you have in mind. Your bank or brokerage firm will normally require you to sign a Letter of Authorization/Third party Release form which designates the amount and type of securities you would like to gift. You would be gifting these securities to the Coalition For Life St. Louis account at Charles Schwab by providing your bank or brokerage firm with Schwab’s DTC #0164 for credit to the Coalition For Life St. Louis account # 8535-0087 Also, be sure that your firm provides your name as the donor on the DTC transaction so the Coalition For Life knows who made the gift. If your bank or brokerage firm has any questions, they may contact Charles Schwab customer support at (1-800-435-4000).
METHOD TWO – BOND OR STOCK PHYSICAL CERTIFICATES
If you are holding the actual bond or stock certificate in physical form and would like to gift these to Coalition For Life St. Louis, you need to sign the back side of the certificate in the presence of a bank/securities officer, date it and put together a relinquishment letter (see Sample Relinquishment Letter below), with the following information. Your signature on the relinquishment letter must be guaranteed at the bank or brokerage firm by the Medallion Guarantee program. This is similar to having the signature notarized, but only certain banks and financial institutions can handle this signature guarantee, so you may need to talk with your bank/brokerage firm about this process. Upon completion, send to Brian Westbrook at Coalition For Life St. Louis.
SAMPLE RELINQUISHMENT LETTER FOR METHOD TWO – WHEN YOU HAVE THE ACTUAL STOCK OR BOND CERTIFICATES IN HAND
Attn: Brian Westbrook
Coalition For Life St. Louis
11780 Borman Dr. Suite 128
St. Louis, MO 63146
I am handing you herewith:
_________ shares of ____________________________________________________
Certificate number ______________________
Registered in my name with the request that you apply this security to the account of:
Coalition For Life St. Louis Tax ID# 45-2782303
Brokerage Account number at Charles Schwab is 8535-0087
I hereby confirm that I relinquish all rights thereto.
11780 Borman Dr. Ste. 128
St. Louis, MO 63146
331 Salem Place Ste. 170
Fairview Heights, IL 62208