Donor's Broker Name
Donor's Broker Firm
One Main Street
Austin, Texas
Dear Broker Name:
This letter is to inform you to deliver x number shares of XYZ Company (XYZ) stock from my account number __________ to the Austin Community Foundation.
Following is the relevant information that you will need to make this transfer:
Deliver to: Charles Schwab & Co., Inc.
101 Montgomery Street
San Francisco, CA 94104
Tax ID Number: 94-1737782
Contact: Team 3
Contact Phone: 800-626-0026
DTC #: 0164, Code 40
Receiving Account: 2415-7171
Receiving Account Name: Austin Community Foundation
Tax I.D. #: 74-1934031
This gift of securities is for: (Name of Fund or purpose of gift)
If you have any questions, or need more information, call me.
Regards,
Mr. and Mrs. Joe Donor
cc: Austin Community Foundation, Richard G. Slaughter by fax at 512-472-4483
