Suggested Follow-Up Letter to Broker for Stock Gifts
Following your verbal instructions to your broker for an electronic transfer of securities, we encourage you to send a follow-up letter of instruction (sample copy below) and to forward a copy to Inova Health System Foundation.
For a gift of stock certificates you hold, send unsigned certificates with a similar letter to Inova Health System Foundation, instructing us as to your wishes. Send signed stock power in a separate envelope.
Date
Broker
Name
Address
City/State/Zip
Dear_________________:
This
letter is to inform you of my intention to make an irrevocable
gift to Inova
Health System Foundation. Please
transfer ________ shares of ________________ stock to
Inova Health System
Foundation which will benefit
_______________ (indicate hospital, program or facility).
The information necessary to complete this transfer is as follows:
DTC
Number: 0997
Customer/Fund
Name: Inova Health System Foundation
Customer Account number:
06D6
ABA#:
011-000-028
Bank: State
Street Financial Center
Attn: Jason R. Saucier, Financial Information Officer
State Street Bank & Trust Company
2 Avenue de Lafayette, LCC2
Boston, MA 02111-2900
Phone: 617-664-0817
Fax: 617-769-6761
Email: jrsaucier@statestreet.com
Please do not begin the stock transfer procedure until you contact the Foundation's development office or accounting office. Staff there will instruct State Street Bank and Trust Company to expect and accept the stock transfer.
Please
immediately call:
Patricia Bowen, Development Specialist,
703-289-2056
OR
Seema
Khan, Senior Accountant-Corporate Finance, 703-289-2429
I will forward a copy of this letter to Inova Health System Foundation so they, too, can be informed of the timing of this gift. This gift must be completed by __________ (date).
Thank you.
Sincerely,
(your name)
cc:
Linda A.
Robertson
Senior Director, Gift and Estate Planning and Development
Services
Inova Health System Foundation
8110
Gatehouse Road, Suite 200E
Falls
Church, VA 22042
Phone: 703-289-2097
Fax: 703-289-2073
