Gifts of Stock Transfer Instructions

The following instructions are for transmitting gifts of publicly traded securities.

1. If the securities are registered in book form/street name at your broker:
   The gift of stock can be transferred to the Bridging The Gap account by providing the following transfer information to your broker:
   Charles Schwab
   Account Number: 8199-7853
   DTC #: 0164 Code: 40
   Account Name: Bridging The Gap, Inc.
2. If the stocks are being transferred from a Schwab account, only a Letter of Authorization (LOA) is needed. The letter needs to request the transfer of (x number) of shares from your account to the Bridging The Gap account using the information provided above. The letter must be signed by the account owner. The letter can be faxed to 1-800-955-7561 or mailed to PO Box 628291, Orlando, FL 32862.
3. If the securities are physical certificates in your name:
   Please send unendorsed stock certificate(s) by registered mail to the following address:
   Bridging The Gap
   435 Westport Rd, #23
   Kansas City, MO 64111
   Attn: Nicole Ryan, Fund Development Coordinator
   
   Donors should obtain a stock power (one for each certificate), signing it exactly as it appears on the certificate(s), and have their signature guaranteed. This can be done by your broker or banker. A notary public is not acceptable. The stock power and a letter of gift should be mailed to Bridging The Gap separately from the stock certificate(s). The stock certificate(s) should be sent by registered mail, return receipt requested, to Bridging The Gap. The value of the gift will be its fair market value on the date the securities were postmarked. The date of the gift will be the postmark date of the certificate(s).
   
   Stock certificate(s) can also be hand delivered. Please contact Nicole Ryan at 816-561-1061 ext. 119 or jill.erickson@bridgingthegap.org to arrange a meeting.

To help us track your transfer in a timely manner, please inform us of your name and phone or e-mail, the name of the stock, number of shares and contact information of your broker.

For more information or if you have further questions, please contact Nicole Ryan, Fund Development Coordinator at 816-561-1061 ext. 119 or 

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Please note: Selling the stock and gifting the proceeds will likely have tax implications. We recommend gifting the stock. Please check with your financial adviser for more information.