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:
520 Eighth Avenue, 2nd Floor
New York, NY, 10018
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.
cc: [name of charity]