Sample of Letter of Instruction to Broker to Transfer Stock to the Instutute for Shipboard

Sample of Letter of Instruction to Broker to Transfer Stock to the Instutute for Shipboard

<p> SAMPLE OF LETTER OF INSTRUCTION TO BROKER TO TRANSFER STOCK TO THE INSTUTUTE FOR SHIPBOARD EDUCATION</p><p>Donor Name(s) Address Telephone Number</p><p>(date)</p><p>(name of broker) (address)</p><p>RE: Letter of Instruction to transfer securities</p><p>Dear _____:</p><p>I wish to irrevocably contribute (insert number of shares or dollar amount) of (insert stock name) common stock to the Institute for Shipboard Education as a (pledge payment towards _____; or an outright gift towards _____).</p><p>Please transfer these shares from my Account Number: #_____ to the Institute for Shipboard Education in Charlottesville, Virginia (a Virginia not for profit corporation, tax I.D. #95-3075415) on or before (insert date).</p><p>Please transfer the shares to the Institute for Shipboard Education’s brokerage account with Wells Fargo Advisors as follows:</p><p>Wells Fargo Advisors, LLC Attn: Lloyd Laughlin 1606 Carmody Court, Suite 401 Sewickley, PA 15143 </p><p>Telephone 724-934-8518</p><p>Account #35652693 DTC #0141</p><p>If there are any questions about this transfer of stock, please call (insert your name and phone number). Thank you for your prompt attention to this request.</p><p>(Signature/Donor Name)</p><p>(Spouse Signature/Name if applicable) cc: Semester at Sea Institute for Shipboard of Education Attn: Melissa Bingler, Director of Advancement Services PO Box 400885 Charlottesville, VA 22904</p>

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