Stock Donation Instructions
The following transfers are covered by these instructions:
- DTC or Electronic Transfer of Stock
- Transfer of Mutual Fund(s)
DTC Or Electronic Transfer Instructions
DTC or Electronic transfer is the fastest and most secure method for donating securities.
- Please notify Development Director, Luz MacManus at lmacmanus@midoriandfriends.org with your intention to donate securities prior to initiating the transfer of securities to The Midori Foundation, Inc.
- The Midori & Friends brokerage account is held at First Republic Securities Company LLC (FRSC). Prior notification is critical to identifying your gift of securities, as donor information does NOT transmit through the DTC system.
- Broker Instructions to deliver securities to our brokerage account at FRSC:
| Deliver To | First Republic Securities Company LLC |
| DTC | 0443 (Clearing through Pershing LLC) |
| Account Number | 33L214898 |
| Account Name | THE MIDORI FOUNDATION INC |
| Reference | {Donor Name-Year } or {Anonymous } |
Mutual Fund Instructions
Please contact Mike Mancini or Gloria Wong at First Republic Securities Company at Onlinebrokerage@firstrepublic.com The following information is required:
| Account Number | |
| Share Quantity | |
| Symbol | |
| Donor Name | {Donor Name-Year } or {Anonymous } |
| Financial Institution |
Your donation will NOT be complete until you notify The Midori Foundation Inc. of your intent to donate securities, and until shares are received in The Midori Foundation Inc First Republic Securities Company (FRSC) Brokerage account.