Instructions:

To transfer your stock to SCLA send an email to SpiderChainOfLakes@gmail.com ATTN: Investment Committee Chair with:

•  Your name and address (or that of the donor you represent)
•  Name of stock (mutual fund) to be transferred (and Ticker Symbol)
•  # of shares of stock or mutual fund
• ALERT SCLA THAT YOU HAVE INITIATED A GIFT, including the NAME & contact info OF YOUR BROKER OR SENDING INSTITUTION,
  Why? So we can follow up to ensure it arrives and send you an accurate receipt, promptly

Instructions For Your Financial Institution:

• instructions to give to your broker or your mutual fund company, please send request to SpiderChainofLakes@gmail.com to: 
  ATTN: Investment Committee Chair. We will send you complete instructions. 
• Consult your Tax Advisor if you have questions about how tax rules impact your securities donations to SCLA;  SCLA does not provide tax or legal advice.
• The SCLA Brokerage Account is at Charles Schwab (DTC Clearing Number: 0164, code 40).  Call Charles Schwab Asset Transfer Services ask for help to transfer securities to the Spider Chain of Lakes Association, Corporate Brokerage Account.  Please notify SCLA of the transfer so we can track and send you a receipt.