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Instructions for Stock and Bond Gifts

To transfer stocks, bonds, mutual funds, foreign stocks, physical certificates, or any other gifts that may require special instructions, please contact Jeremy Gimbel, Chief Financial Officer at [email protected].

Provide the following information:

  • Name of the security
  • Number of shares
  • Name of the donor¬†
  • Brokerage or bank where the shares are held
  • Cost basis and acquisition date