How to Help

Appreciated Securities Gift

Making gifts of appreciated securities can be a tax-advantaged way to support . Please note the following important information :

• To make a gift of appreciated securities you will have to contact your bank or broker and provide them with our investment account information as follows: Merrill Lynch
Jim Morris
Financial Advisor
The Bell Group

Merrill Lynch
Global Private Client Group
100 East Pratt Street
22nd Floor
Baltimore, MD 21202
800-937-0214 toll free
410-547-5105 direct
410-547-5114 fax
Email: js_morris@ml.com
Website: http://fa.ml.com/js_morris
• All securities gifts will be valued at the average market price on the day securities enter our account.
• For more information or any questions regarding charitable gifting to The Lawrence Transplant Foundation, please contact our investment professionals at Merrill Lynch.

Instruction

To help us process your gift please complete the form below and complete steps 1 - 3. You will still have to contact your bank or broker as this does not constitute a transaction.

Securities Information

I will be gifting:       Stock      Bonds

For Stock:
Please Deliver
* shares of stock

For Bonds:
Please Deliver
* $ face value of bonds

Donor Information

*First Name:
*Last Name:
*Address 1:
Address 2:
*City:
*State: AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY
*Zip:
*Country: United States Canada Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bosnia / Herzegovina Botswana Bouvet Island Brazil British Indian Territories Brunei Darussalam Bulgaria Burkina Faso Burundi Cambodia Cameroon Cape Verde Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Columbia Comoros Congo Cook Islands Costa Rica Cote D'ivoire Croatia Cuba Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic East Timor Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Falkland Islands Faroe Islands Fiji Finland France France, Metropolitan French Guiana French Polynesia French S. Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guinea Guinea-Bissau Guyana Haiti Heard / Mcdonald Islands Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Israel Italy Jamaica Japan Jordan Kazakhstan Kenya Kiribati Dem. People's Rep. of Korea Republic of Korea Kuwait Kyrgyzstan Lao Peoples Dem. Republic Latvia Lebanon Lesotho Liberia Libyan Arab Jamahiriya Liechtenstein Lithuania Luxembourg Macau Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands Netherlands Antilles New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island Northern Mariana Islands Norway Oman Pakistan Palau Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Reunion Romania Russian Federation Rwanda Saint Helena Saint Kitts and Nevis Saint Lucia Saint Pierre / Miquelon Saint Vincent / The Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia / Sandwich Islands Spain Sri Lanka Sudan Suriname Svalbard and Jan Mayen Swaziland Sweden Switzerland Syrian Arab Republic Taiwan Tajikistan Tanzania Thailand Togo Tokelau Tonga Trinidad and Tobago Tunisia Turkey Turkmenistan Turks and Caicos Islands Tuvalu Uganda Ukraine United Arab Emirates United Kingdom US Minor Outlying Islands Uruguay Uzbekistan Vanuatu Vatican City State Venezuela Vietnam Virgin Islands (British) Virgin Islands (U.S.) Wallis And Futuna Islands Western Sahara Yemen Yugoslavia Zaire Zambia Zimbabwe
*Telephone:
*Email Address:

Bank or Brokerage Information for Securities

*Bank/Broker Name:

*Bank/Broker Contact Name:


*Bank/Broker Contact Tel:

*Designates a Required Field