Stock Gifts Notification Form
When completed, please FAX this form to each below:
1. Your broker
2. Charles Schwab & Co., Attn: Phoenix Operations Center, 1-888.526.7252
(FAX);
3. IONS Attn: Christie Larson 707.781.7420
(FAX)
________________________________________________________________________
YES! I commit to the shared vision of exploring the frontiers of consciousness to advance
individual, social, and global transformation. It is my wish to contribute to the Institute of
Noetic Sciences.
I pledge $ _______________ by transferring ________________ shares of stock from
(company) _____________________________________________________________.
This gift is made in honor/memorial of _______________________________________
Name__________________________________________________________________
Address________________________________________________________________
City State Zip____________________________________________________________
Telephone________________ Fax ___________________ E-mail__________________
Please transfer to IONS Account Number 4634-3570:
DTC Eligible Securities to Charles Schwab & Co., DTC Clearing #0164, Code 40
I understand that this gift is tax deductible to the extent allowed by Federal Law and
IONS will provide an acknowledgement when the transaction is completed.
Signature ______________________________ Date ______________________
For questions:
Contact Charles Schwab Phoenix Operations Center: 800.472.981, or contact
Christie Larson, Development Data Manager, at 707.779.8215 or
.
IONS is a 501(c ) (3) nonprofit organization. Our federal ID number is 23-7236986.
1/6/2016