Instructions for Transferring Securities to Friends of the Kickapoo Valley Reserve
1. STEP ONE: Please notify Lisa Horsch Clark, the Director of Development, of your intended stock gift by calling 1-800-625-0321 or emailing firstname.lastname@example.org.
2. STEP TWO: Prior to transfer, please call (or have your broker call) Alexandra Murray(212) 934-0499) at Goldman, Sachs & Co. with:
a) your name
b) account name (Friends of the Kickapoo Valley Reserve)
c) broker’s name, firm, and direct phone number
d) name of securities
e) approximate number of shares
f) approximate value of securities
g) expected date of wire transfer
h) intended purpose of the gift (e.g. general purposes, endowment, etc.)
Please instruct your broker to wire our bank YOUR NAME and FRIENDS OF THE KICKAPOO VALLEY RESERVE NAME. Each year we receive some stock gifts by wire that carry neither the donor’s name nor our name. This “blind” stock sits unclaimed in our account and delays acknowledgement to the donor.
3. STEP THREE: Please have your broker wire the stock to Friends of the Kickapoo Valley Reserve’s account.
Broker Delivery Instructions
Customer: Goldman Sachs & Co.
Deliver to: DTC# 005
Donor Name: Your Client Name
For the Account of: Friends of Acadia
Please write “transfer via DTC” in the instructions.
We will send an acknowledgment letter within one week of the receipt of stock. For your tax purposes, your gift will be valued at the average of the high and low prices on the date Friends of Acadia assumes ownership of the stock.
Questions? Please call Lisa Horsch Clark or Diana McDowell at Friends of Acadia at 1-800-625-0321.