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]
[broker name, address, contact person]
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.
Ayn Rand Institute account #5F6-95899
Shares to be transferred:
[list name and # of shares here]
[your hand-written signature]
cc: Kathy Cross, Gift & Estate Planning Manager, Ayn Rand Institute