to The ASCE Foundation
- The Foundation has an account with Charles Schwab & Company, Inc. (account # 1121-6843) at their Washington, DC office. Call 800-435-4000, Schwab's toll free number for their nearest office. Ask if they have a notary public available. The Foundation's Tax ID number is: 52-1891243.
- If the stock you plan to give is in your name, please complete a Third Party Release form [INTER 476-2 (3/91)] and have it notarized before presenting it to a Schwab broker. Some Schwab offices have notary publics and others do not. If not, most banks and city clerk's offices have notary publics available for your use. When using a notary, you must have some form of photo identification with you.
- At this time, you will be asked if the stock certificate is being physically held by you, by Schwab, or by another brokerage firm. If you are physically holding the stock certificate, you may either mail the certificate to Schwab with directions that it be transferred to the American Society of Civil Engineers Foundation, Inc. whose Schwab account number is 1121-6843, or personally deliver the stock to a broker at the Schwab office nearest to you. In either case, the back of the stock certificate must be signed by you and must be accompanied by the notarized Third Party Release form. Do not endorse anything on the back of the certificate other than your name as it appears on the front. Your Schwab broker will complete the remainder of the information for you. All deliveries MUST include the Foundation's name and Schwab account number.
- If you do not physically hold the stock certificate and it is held by a brokerage firm, either Schwab or some other firm, they may have the stock transferred electronically (using DTC Clearing 0164, Code 40) directly to Schwab by using the account number 1121-6843 and the complete name of the Foundation's account?The American Society of Civil Engineers Foundation, Inc. Again, all delivery MUST include the Foundation's name and Schwab account number.
- Inform the ASCE Foundation of your stock transfer ? the stock name, number of shares, and date on which it was transferred.
If you have any questions concerning this process, please call Jeanne G. Jacob, Vice President for Development at the Foundation, at 202-789-2874 or email jjacob@asce.org.
Thank you for considering a gift of securities to support civil engineering and the American Society of Civil Engineers Foundation, Inc.
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