Gift of stock

Charitable gifts of securities are a wonderful way to support the Oswego Heritage Council and can potentially provide tax benefits to you. Check with your tax advisor for details.

For questions regarding charitable gifts, contact Kathryn Sinor at (503) 635-6373 for further information. Authorization for Contribution of Securities to Oswego Heritage Council

Please fill out, then deliver a copy to your Investment Firm and send a copy to:

Oswego Heritage Council

PO Box 1041

Lake Oswego, OR 97034

Donor Name(s):

Address:

Phone:

Email:

To: Investment Advisor’s Name:

Investment Advisor’s Firm:

FAX:

Phone:

Regarding: Account Name(s):

Account Number: You are hereby authorized and instructed to transfer via DTC the following securities:

Shares or Face Amount:

Description:

Transfer from the above-referenced account to:

Questions? Contact: Wells Fargo Clearing Services, LLC – Umpqua Investments Inc. Melissa Kiser DTC# 0141 Registered Client Service Associate Further credit to:

Oswego Heritage Council
The Lindsey Group
Account Number: 8887-9175
Umpqua Investments, Inc. 385 First Street, Suite 217 Oswego Heritage Council Tax ID: 93-0983497
Lake Oswego, OR 97034 503-534-5480

Owner Name:

Owner Signature: Date: