Sample Gifts of Mutual Fund Shares
Date
Mutual Fund
address
city/state/zip
Re: GIFT TO NORTHWESTERN UNIVERSITY
Gentlemen:
Please accept this letter as my authorization to transfer shares of XYZ Mutual Fund valued at $xxxxx to Northwestern University as a charitable gift to benefit (specific purpose if any). OR Please accept this letter as my authorization to transfer ### shares of ABC Mutual Fund to Northwestern University as a charitable gift to benefit (specific purpose if any)
Please transfer these shares to an account established in the name of NORTHWESTERN UNIVERSITY. The tax id number is 36-2167817. The mailing address is Attn: Investment Dept/1800 Sherman Avenue, Suite 400/Evanston, IL 60201.
Please call Northwestern's Investment Department to notify them of my donation. The phone number is 847-491-7050.
Thank you for your assistance in completing this gift to the University.
Very truly yours,
Name
address
city/state/zip
Phone ###
My Acct #
Cc: Lorraine Dostal/NU Investment
1800 Sherman Avenue, Suite 400
Evanston, IL 60201
Fax 847-491-4059
Phone 847-491-8398
e-mail dostal@northwestern.edu
SIGNATURE GUARANTEE
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PLEASE NOTIFY NU by PHONE @ 847-491-8398 (OR FAX 847-491-4059) REGARDING PENDING DONATIONS.