Charitable Donation of Securities in Kind

    Please transfer the following position:

    Description (1):

    Quantity:

    CUSIP/ISIN:

    Description (2):

    Quantity:

    CUSIP/ISIN:

    Delivering Institution Information:

    Delivering Institution Name:

    Account Name:

    Account #:

    Delivering Institution CUID or DTC:

    Contact Name:

    Signature:

    Phone Number:

    Receiving Institution Information:

    Receiving Institution Name:

    Account Name:

    (CRA) Charity Registration Number:

    Account #:

    Receiving Institution CUID or DTC:

    Contact Name:

    Signature:

    Phone Number:

    Additional Information: Please include any additional Contact Information (if applicable).:

    Contributing Client Authorization:

    Client Signature:

    Date:

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