HOW TO MAKE A GIFT OF STOCK TO ZAMORANO, ESCUELA AGRICOLA PANAMERICANA


01

STEP ONE

Call your financial advisor.

02

STEP TWO

Share with your financial advisor that you wish to gift _#_ shares of _XYZ_stock to Zamorano.

03

STEP THREE

Share with your financial advisor Oppenheimer’s DTC details below: Firm: DTC Oppenheimer & Co
DTC number: DTC #0571
Name of account to be credited:
Escuela Agricola Panamericana (Zamarano)
Account number: Zamorano’s account #G381647788

04

STEP FOUR

You or your financial advisor can prepare a letter of authorization signed by you that will include:
*The name of the stock being gifted
*The number of shares
*The DTC instructions.

05

STEP FIVE

Call or email Fatima Orozco, Zamorano’s Development Officer in the Washington, DC office at (202) 461-2242 or forozco@zamorano.edu to inform that a gift of stock is being made to Zamorano so that it can be correctly identified to you as the originator of the gift.

Sharing an approximate gift value can help as an extra measure to ensure proper matching of a particular stock gift to its rightful donor.

06

STEP SIX

You will receive confirmation that the stock gift has been successfully received by Zamorano from the U.S. Director of Institutional Development, Patricia Chamberlin, who can be reached at (203) 722 5546/pchamberlin@zamorano.edu.

HOW TO MAKE A GIFT OF STOCK TO ZAMORANO, ESCUELA AGRICOLA PANAMERICANA


01

STEP ONE

Call your financial advisor.

02

STEP TWO

Share with your financial advisor that you wish to gift _#_ shares of _XYZ_stock to Zamorano.

03

STEP THREE

Share with your financial advisor Oppenheimer’s DTC details below: Firm: DTC Oppenheimer & Co
DTC number: DTC #0571
Name of account to be credited:
Escuela Agricola Panamericana (Zamarano)
Account number: Zamorano’s account #G381647788

04

STEP FOUR

You or your financial advisor can prepare a letter of authorization signed by you that will include:
*The name of the stock being gifted
*The number of shares
*The DTC instructions.

05

STEP FIVE

Call or email Fatima Orozco, Zamorano’s Development Officer in the Washington, DC office at (202) 461-2242 or forozco@zamorano.edu to inform that a gift of stock is being made to Zamorano so that it can be correctly identified to you as the originator of the gift.

Sharing an approximate gift value can help as an extra measure to ensure proper matching of a particular stock gift to its rightful donor.

06

STEP SIX

You will receive confirmation that the stock gift has been successfully received by Zamorano from the U.S. Director of Institutional Development, Patricia Chamberlin, who can be reached at (203) 722 5546/pchamberlin@zamorano.edu.