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Donate Volunteer 30th Annual Benefit Celebration

Sample Letter to your Broker

Dear:

  

I would like to make a gift of stock on [insert date] to Chess-in-the-Schools.  Please transfer [number] shares of [company name] to the charity in [indicate month, year when you would like transfer to occur]. 

Use the following transfer instructions:

 

Neuberger Berman LLC

605 Third Avenue

New York, NY 10158-0180

DTC Number: 0352
JPMorgan Clearing Corp.
Account Name: Chess-in-the-Schools (Tax I.D. Number 13-6119036)
Account Number: 541-18714

It is important to notify the Chess-in-the-Schools Development Department of the gift being transferred.  Contact information is as follows:

Chess-in-the-Schools
Development Department
520 Eighth Avenue, 2nd Floor
New York, NY, 10018
E-mail: eadams@chessintheschools.org
Phone: (212) 643-0225
Fax: (212) 564-3083

 

Chess-in-the-Schools will also provide me with a receipt for this gift.

 

Thank you for your prompt attention to this matter.

 

Sincerely,

 

cc:  [name of charity]

 

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