Procedures for Gifting Stock to
Brethren Housing Association (Page 1)
STEP I. RETAIN THIS PAGE FOR YOUR RECORDS
Your Name: ___________________________________ Date: _______________
Stock Gifted to:
Brethren Housing Association
219 Hummel Street
Harrisburg, PA 17104
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Procedures for Gifting Stock to
Brethren Housing Association (Page 2)
STEP II. NOTIFY CHARITABLE ORGANIZATION
(mail this page to Brethren Housing Association,
219 Hummel Street, Harrisburg, PA 17104)
On ______________________, I/we gifted the following securities to you. The stock has or will be free delivered to your account at Wells Fargo Advisors, LLC. Please contact your Financial Advisor to confirm its receipt.
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Please send a tax receipt for this donation when you have confirmed its receipt. Please mail this letter to:
Name: ___________________________________________________________________
Address: _________________________________________________________________
_________________________________________________________________________
City: ____________________ State: __________________ Postal Code: ______________
Phone Number: ______________________________ E-mail: ______________________
Procedures for Gifting Stock to
Brethren Housing Association (Page 3)
STEP III. INSTRUCTION TO BROKERAGE FIRM
(mail this page to your broker)
Your Account Name: _________________________________________________________
Your Account Number at Delivering Firm: _______________________________________
Please accept this letter as instructions to free deliver the following securities. This is a gifting transaction.
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Deliver to: Brethren Housing Association
DTC #: 0141, First Clearing Corp. Account Number 8547-7081
Authorization Signature: _______________________________ Date: ____________
_______________________________ Date: ____________