Instructions for donating stocks, bonds, and mutual funds to Literary Arts:
Thank you for making a gift to Literary Arts. Please use the following letter of authorization to contribute publicly traded securities such as stock, bonds, and mutual funds through your brokerage account. All contributions to your fund are irrevocable. Please contact Literary Arts directly via the information provided on the bottom of this page to notify us of your transfer. This step is very important to ensure that we can provide you with a tax receipt and recognition for your gift.
Step 1: Initiate the Transfer with Your Broker
To transfer stocks, bonds, or mutual funds that are being held electronically, please provide these instructions to your financial broker.
Deliver All DTC Eligible Securities to:
DTC Clearing: #0443
BancWest Investment Services/Pershing LLC
If you have questions about this step, please contactLiterary Arts’ Assistant Accountant Kyle White at Kyle@literary-arts.org or by phone at 503-227-2583 ext. 108.
If you have trouble submitting this online form, click here to download a pdf of the Stock Transfer Form.
Thank you for your support.
If you have any questions about this process, please contact Literary Arts’ Director of Development, Lydah DeBin, 503-227-2583 x106 or by e-mail at firstname.lastname@example.org.