Stock Transfer Instruction Request

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help babies with a gift of appreciated stock or other securities

First Name *

Last Name *

Email *

Phone

What role are you playing in this donation process?

I am the donor/I am considering making a gift

I am reaching out on behalf of a client

Street Address *

Apartment, Suite, etc.

City *

State/Province *

Zip/Postal Code *

Is this gift being made on behalf of an organization, foundation, trust, or other entity (not an individual)? *

Yes

If yes, please name the organization/entity below:

For tax receipt purposes, what name should this gift be credited to? *

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Name of stock(s)/security(ies) you plan to give *

Ticker Symbol(s) *

Approximate number of shares: *

Brokerage or financial institution sending this gift *

When do you expect to initiate this transfer? *

Already Initiated

Within the next few days

Within the next few weeks

Unsure

Is this gift in honor or memory of someone? *

Yes - In Honor

Yes - In Memory

In Honor Of Gifts

If you would like us to notify the person you are honoring with this gift, please include their name, email, and any message you wish to accompany the notification in the box above. **We will not include your donation amount in the notification email.**

Memorial Gifts

To notify someone(s) about this memorial gift, please include name of the person you are memorializing, email recipient's name, email address, and any message you wish to include in the box above. **We will not include your donation amount in the email.**

Additional Information

Please share any additional information we should know about your gift below.

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