STOCK TRANSFER INSTRUCTIONS
The Youth Tennis San Diego (YTSD) is pleased to assist in carrying out your charitable goals through a gift of publicly traded stock. To ensure your gift is promptly and properly administered, please contact us (email@example.com) before transferring the shares to let us know the stock name and number of shares to be transferred. Please remember to request that the firm sending the stock gift put the donor’s name and fund* they would like their donation to go to on the transfer.
*It is the YTSD's policy to sell all shares upon receipt. The sale proceeds will be allocated to the charitable fund(s) or purpose(s) that you specify, and a formal acknowledgement of your gift
(indicating the value of your gift for federal tax purposes) will be mailed to you. Thank you for your interest in using securities to support charitable causes that have special meaning for you. The YTSD Foundation is a 501(c)(3), and the Tax-Exempt ID is 33-0840790.
For more information, contact: Noelle Adamson, Director of Development Youth Tennis San Diego, 4490 West Point Loma Boulevard, San Diego, CA 92107 (firstname.lastname@example.org, 619-221-9000 x103).
Please provide the following information to your broker so that he or she may direct your thoughtful gift to the YTSD Foundation’s account at Morgan Stanley in San Diego, CA:
Firm Name: Morgan Stanley
Account Title: Youth Tennis San Diego DTC Number: 0015
Account Number: 811-012771-253
FOR ASSISTANCE CONTACT: Melissa Conger /Morgan Stanley Private Wealth Management
Phone: 858-597-7787 / Fax: 858-597-0455
Office: 4350 La Jolla Village Drive, STE 1000 San Diego, CA 92122