Stock donations transferred directly to our broker arrive in our account with no donor information. In order for Concern Worldwide US to be able to notify you that we have received your generous gift please notify us when you make a gift of stock to our account by contacting Vanessa Bright on 212 557 8000 or by completing this form.
Instructions for Gifts of Stock to Concern Worldwide US Inc
Below you will find two step instructions for contributing a gift of stock to Concern Worldwide US. (Should you also require the details for donating mutual funds, please let us know.) Stock Contribution Instructions are current for 2008.
Step 1: Complete Transfer
- If the shares are held at a securities firm or other brokerage account:
- Please instruct institution where securities are held to transfer the shares to Concern Worldwide US’s account at Smith Barney.
Account # 146-06689-1-4-668
DTC # 0418
- Please instruct broker to enter your name, as well as any other information that will help us identify the gift as coming from you (such as your account number, phone number, address, and/or broker information), into the “Text Comment” field of the DTC screen.
- Your institution may require a written Letter of Authorization. See sample below.
- If certificates/shares are in your physical possession:
- Please send us a Letter of Authorization.
- The signature of the person(s) named on the certificate(s) must be either on the back of the certificate(s) or on a Stock Power Form. Should you require a Stock Power Form, please contact Vanessa Bright to have one mailed, faxed, or e-mailed to you.
- Concern Worldwide US’s Smith Barney account number (#146-06689-1-4-668) should be written on the face of the certificate(s).
- These above named items: Letter of Authorization, Certificate(s), and Stock Power Form (if applicable) should be sent by a tracked mail system (i.e. Federal Express or Registered Mail) to the following address:
Smith Barney
c/o Alon S. Plitt
666 Third Avenue - 3rd Floor
New York, NY 10017
- If you have any questions you may call our Smith Barney broker, Alon Plitt, at 212-878-3941- or toll free at 800-777-4888
Step 2: Notify Concern Worldwide US of Transfer
In order for Concern Worldwide US to properly acknowledge your gift, please contact Vanessa Bright by mail, phone, or by completing the Stock Gift Information form here
Vanessa Bright can be reached at: Concern Worldwide U.S., 104 East 40th Street, #903, New York, NY 10016
Tel: (212)557–8000 Fax: (212) 557–8004
Thank you!
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Sample Letter of Authorization
[Current Date]
To Whom It May Concern:
I am making a donation of the following securities to Concern Worldwide US. Please transfer them to DTC #0418 account #146-06689-1-4-668 at Smith Barney.
______ shared of ______ stock.
So that Concern Worldwide US is able to identify these shares as my donation to their organization and thus acknowledge me for this gift, I ask that you please enter my name, account number, phone number, address, and/or broker information into the "Text Comment" field of the DTC screen.
Thank you for your attention to this matter. Please call me with any questions or problems.
Sincerely,
[name of donor]
[Donor phone number]