Stock Transfer

If you are donating securities that are currently held in a brokerage account in street name, we will need a brief letter from the shareholder(s) authorizing United States Trust Company, NA to deposit the shares Saint Andrew’s Society of the State of New York Scholarship Fund- Campbell Copperthwait account #75222266. Kindly instruct your broker to deliver as follows:

Registration Name:

Saint Andrew’s Society of the State of New York
Scholarship Fund Campaign
150 East 55th Street, 3rd Fl.
New York, NY 10022

Administrative Director: Brigid Franklin (212) 223-4248

Account #: to be determined value scholarship

DTC #: 0931

Account Holder: SASNY Scholarship Fund- Campbell Copperthwait

PLEASE REFERENCE DONORS NAME IN ALL CORRESPONDENCE REGARDING THIS TRANSACTION

Because each situation is unique, we strongly urge you to discuss your plans with a qualified financial advisor. You may wish to discuss which plan would be most beneficial to you and to Saint Andrew’s Society.

Remember that whatever amount you decide to contribute to the Campaign will be held in strict confidence.