INSTRUCTIONS FOR TRANSFER OF SECURITIES VIA DEPOSITORY TRUST COMPANY (DTC)

To ensure a smooth transfer of the stock you are contributing, please take the following steps:

1. Notify your bank or broker that you would like to transfer shares as a charitable gift to the Jamestown Yorktown Foundation, Inc.  (31-1618642)  Identify the type and number of shares you would like to contribute.  (Your bank or broker may require instructions in writing with a signature guarantee.)

2. We have several accounts available to facilitate acceptance of your gift.  Please select one and provide your broker exact transfer instructions noted below:

 Wachovia Securities, Inc., DTC #0141
 Account Name:  Jamestown-Yorktown Foundation, Inc.
 Reference Account Number:  WB04-4579-9237
 Attention:  Joseph Montgomery or Kathryn Jenkins (757) 220-1782
 From:  Your name and account number*

 Davenport & Company, LLC   DTC #0715
 Account Name:  Jamestown-Yorktown Foundation, Inc.
 Reference Account Number:  4554-5698
 Attention:  Mary F. Blum   804-780-2107   or   866-846-6666
 From:  Your name and account number*

 A.G. Edwards & Sons, Inc.  DTC #0201
 Account Name:  Jamestown-Yorktown Foundation, Inc.
 Reference Account Number:  43-0895447
 Attention:  Mr. Lee Dudley (804) 648-8800
 From:  Your name and account number*

citigroup SmithBarney    DTC #0418
 Account Name:  Jamestown-Yorktown Foundation, Inc.
 Reference Account Number:  66J-00973
 Attention:  The Spencer Group;
Tracy Kauszler-Client Service Assistance (757) 873-3300
 From:  Your name and account number*

*  IMPORTANT – Your broker must include your name and account number when stock is transferred to the Jamestown-Yorktown Foundation, Inc. via DTC.  Without that information, we have no way to identify and acknowledge your gift.  

3. Please notify the Jamestown-Yorktown Foundation, Inc. when you initiate transfer of your stock gift so that we can assure proper receipt of your contribution (please include which broker you selected).  Contact information is as follows:

  Dana Dowling, Database & Stewardship Manager
  Jamestown-Yorktown Foundation, Inc.
  P.O. Box 3605, Williamsburg, VA  23187-3605

  E-mail:  dana.dowling@jyf.virginia.gov
  Telephone:   (757) 253-4224
  Fax:    (757) 253-5299

Thank you very much for your generous contribution to the Jamestown-Yorktown Foundation, Inc.

TRANSFER INSTRUCTIONS FOR STOCK HELD IN CERTIFICATE FORM

To ensure a smooth transfer of the stock you are contributing, please notify the Jamestown-Yorktown Foundation, Inc. of your stock gift and take the following steps:

1. In one envelope, please send the unendorsed certificates (do not sign or otherwise endorse the certificates) by first-class mail to:

  Dana Dowling, Database & Stewardship Manager
  Development Office
  Jamestown-Yorktown Foundation, Inc.
  Post Office Box 3605
  Williamsburg, VA  23187-3605

2. With the certificates, please include a cover letter stating your intention to make a gift of the stock to the Jamestown-Yorktown Foundation, Inc. All owners listed on the certificates must sign the gift letter exactly as their names are shown on the certificates. 

 If you wish to split a certificate and give the Jamestown-Yorktown Foundation, Inc. only a portion of the certificate’s shares, please specify that in your cover letter and the Jamestown-Yorktown Foundation will have a new certificate for the remaining shares reissued to you.

3. In a separate envelope, mail to the address above sufficient stock powers to complete the gift (one stock power for each certificate).  The stock powers should be left blank and must be signed by the owners listed on the stock certificate exactly as shown on the certificate.  Finally, the signatures on the stock powers must have a signature guarantee from a bank or stockbroker.

Thank you very much for your generous support of the Jamestown-Yorktown Foundation, Inc.