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Sample Letter of Instruction for Stock Transfers to ARI

You are welcome to copy the text below, and adapt for your purposes.

 

[your name & address]

[date]

[broker name, address, contact person]

Dear ____________:

I wish to make a charitable gift of shares of stock to the Ayn Rand Institute (federal tax ID #22-2570926). Please transfer the shares listed below from my account #[account number], to the Institute's account as follows:

Merrill Lynch, Pierce, Fenner & Smith, Inc.
DTC #5198
Ayn Rand Institute account #5F6-95899

Shares to be transferred:

[list name and # of shares here]

Sincerely,

[your hand-written signature]

cc: Kathy Cross, Gift & Estate Planning Manager, Ayn Rand Institute


Tax-Free IRA Gifts to ARI Possible Once Again

Are you age 70.5 or older, or will you turn 70.5 before the end of 2013? Do you have an Individual Retirement Account? If your answer to both questions is “Yes,” you may be able to save taxes by making a tax- free transfer from your IRA to ARI.

Read more . . .


Is Roth IRA Conversion Right for Me?

Read more . . .

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