Sample Letter of Instruction
Date:Donor’s Name:
Donor’s Address:
Broker/Banker Name:
Company Name:
Address:
Phone Number:
Re: Donor’s Account Number:
To Whom It May Concern:
I would like to make a donation of (#) of shares of (Company Name) common stock from my account (#____________) to Discover Life in America.
You may transfer the above shares to the following account:
Brokerage: Morgan Keegan, Inc.
Attn: Mark Hahn
550 Main Avenue, Suite 825
Knoxville TN 37902
DTC #:
Account Name: Discover Life in America
Tax ID #:
Account #:
If you need additional information regarding the transfer, please contact Mark Hahn at Morgan Keegan, Inc., (865) 521-6653, or George Ivey at Friends of Great Smoky Mountains National Park, (865) 453-2428. Thank you.
Sincerely,
[Donor Signature]
cc:
George Ivey, Friends of Great Smoky Mountains National Park
160 South Main Street
Waynesville NC 28786
(FAX 828-452-0767; e-mail: georgeiv@bellsouth.net)
Return to Gifts of Stock and Securities
