How to Give Securities to the BSUF
Securities held by your bank or broker
Tell your bank or broker the number of shares of each security you wish to give and instruct the bank or broker to send the shares to Mari Hurd at UBS FINANCIAL SERVICES, INC. for the account of British Schools and Universities Foundation, using the following wiring instructions:
DTC #0221 for credit to A/C Vn15929
Before transmitting the shares you or your broker should send advance notice of your gift (including your expression of preference for the Dragon) to:
UBS FINANCIAL SERVICES, INC.
Attn: Ms. Mari Hurd
1 Commercial Place, 11th Floor
Norfolk, VA 23510
Tel: (800) 522-5782
BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION, INC.
Attn: John Tepper Marlin, Treasurer
360 West 22nd St, #17E
New York, NY 10011
Tel: (212) 662-5576
Securities held by you:
Send or deliver unendorsed certificates by Express or Priority Mail, along with a letter of transmittal referencing BSUF and giving your name and address to Mari Hurd at the UBS address above with a copy to our Treasurer at his address above.
Under separate cover, mail to Mari Hurd a Stock Power executed in blank for each security, along with a copy of your letter of transmittal. Please also send a copy of your letter of transmittal to our Treasurer.
Please do not fill in BSUF's name as transferee on either the stock certificate or the Stock Power, and please do not send stock certificates to a transfer agent for transfer to BSUF's name.
For listed securities, the value of the gift is the mean between the high and low quotations on the date the gift is made.
Donors should consult their own attorneys or accountants for tax advice about specific gifts.
BSUF's Federal ID Number is 13-6161189.