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) 212-7440 Fax: (505) 242-7365 |
Step 3: COMPLETE THE TRANSACTION
To complete the transfer of stock to the YDI Foundation, please contact:
| Michelle Luna P.O. Box 25046 Albuquerque, New Mexico 87125 Phone: (505) 212-7440 Fax: (505) 242-7365 e-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
YDI Foundation is a charitable, non-profit 5.0.9(a)(3) organization that is eligible to receive tax-deductible contributions from individuals, foundations and corporations. All donations made to the YDI Foundation will be acknowledged with a receipt for donors’ income tax reporting purposes.
