A. IF THE STOCK IS IN A BROKERAGE OR BANK TRUST ACCOUNT:
1. Instruct your stock broker/banker by telephone and follow-up with a letter to have the gifted stock transferred to Pingree School's account with RBC Dain Rauscher.
Broker: Edward S. Rowland
Senior Vice President
RBC Dain Rauscher
One Beacon Street
Boston, MA 02108
(617) 725-1777 (fax)
(617) 725-2025 (Matt Williams)
Account #: 30097516
DTC #: 235
Tax ID #: 042-279-977
2. Please contact Kimberley Moore, Director of Institutional Advancement (978-468-4415, ext. 282; firstname.lastname@example.org) advising of your stock gift. Follow-up by letter containing:
a. Name of the stock and number of shares;
b. Your name, address, and phone number;
c. The purpose of the gift;
d. The date of the gift.
Mail to: Kimberley Moore
Director of Institutional Advancement
537 Highland Street
South Hamilton, MA 01982-1399
Your tax deduction is the mean price of the stock on the date of your transfer to Pingree's account at RBC Dain Rauscher.
B. IF THE STOCK GIFT IS IN THE FORM OF A STOCK CERTIFICATE REGISTERED IN YOUR NAME:
1. Send the stock certificate(s) plus a signed Stock Power under separate cover to the above address. The donor's signature must be either notarized or guaranteed by a bank officer or stockbroker.
Please mail the stock power and certificate under separate cover. In the case of loss or theft, the stock can be transferred only if the finder has both documents.