Sample Gift of Securities Letter of Direction
Date
Your Broker/Trust Officer
Address
City, State, ZIP
Dear _________,
I would like to make a gift of ______ (number) shares of __________ (stock/mutual fund name) to
University Foundation, CSU, Chico on __________ (date of transfer).
Please transfer these shares to University Foundation, CSU, Chico’s account. The delivery instructions are:
Broker Name: Charles Schwab & Co.
Account Name: University Foundation, CSU, Chico
Account #: 2207-2139
DTC #: 0164
Contact Name: Gary Salberg
Phone: 530-898-5297
Email: gsalberg@csuchico.edu.
Please contact CSU, Chico’s Office of Planned Giving by phone or email to notify them of my donation:
530-898-5297 or gsalberg@csuchico.edu. Thank you for your assistance.
Sincerely,
cc:
ATTN: Ron McConnell
California State University, Chico
Kendall Hall, 114D
Chico, CA 95929-0156