The Orme School & Summer Camp
Stock Gift Transfer Instructions
Thank you for making a gift of stock to The Orme School and Summer Camp. To ensure proper transfer of your asset(s), please follow the following steps:
| 1. Send a letter to your broker or trust officer.(Click here for sample form letter.) This letter should indicate the name of the stock, the number of shares to be donated, the purpose of the gift, and the date the stock is to be transferred out of your account. |
2. Send a copy of this letter to The Orme School & Summer Camp Development Office with your instructions as to how this gift is to be used. |
3. If you have any questions, please contact our local Registered Representative, Kyle Edsall at 602-381-2154, or Matthew S. John at 602-381-2163, or call: |
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INVEST Financial Services
Customer Service
800-242-4732 ext. 3
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4. If you do not have any questions, please have your broker or trust officer electronically transfer the stock to The Orme School & Summer Camp account: |
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National Financial Services, LLC
200 Liberty Street, 5th Floor
New York, NY 10281
800-242-4732
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DTC# 0226
Orme Account: WF0-008010
The Orme School & Summer Camp's Federal ID # is 86-0120990
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