Donation
Thank you for your interest in and generous support of the YDI Foundation. Electronic
delivery of stock shares is the most secure and expedient delivery process available
and provides efficient internal control as well as cost savings. However, you may
also transfer certificates directly. To help you facilitate a gift of stock, please
use the following instructions.
Step 1: INITIATE THE TRANSFER
There are two most common methods of gifting securities to the YDI Foundation. The
first is electronic transfer through which your broker can transfer shares using
the YDI Foundation DTC number. The other is physically mailing the paper certificates
to the YDI Foundation finance department. Either method is acceptable but it is
necessary for you to contact your broker to initiate the transfer.
Step 2: NOTIFICATION OF DONOR INTENT
Regardless of the method chosen to deliver a gift of stock, the donor or the transferring
broker must provide the following information, for audit and acknowledgment
purposes:
- Donor's name and complete address
- Name and number of securities transferred
- Date of the transfer
- Specific YDI Foundation program to which gift should be directed, (if any)
You may provide a letter, or send an e-mail to communicate this information at the
time of transfer to:
YDI Foundation
P.O. Box 25046
Albuquerque, New Mexico 87125
Phone: (505) 242-7306 Ext. 36
Fax: (505) 242-7365
Step 3: COMPLETE THE TRANSACTION
To complete the transfer of stock to the YDI Foundation, please contact:
Tricia Hiser, Executive Director
Development and Public Relations
P.O. Box 25046
Albuquerque, New Mexico 87125
Phone: (505) 242-7306 Ext. 36
Fax: (505) 242-7365
e-mail:donations@ydinm.org

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