Gift of Stock & Securities Form

Thank you for your interest in making a gift of stock to Global Refuge, formerly known as Lutheran Immigration and Refugee Service. To initiate a transfer, please contact your advisor/broker with the following delivery information:

Global Refuge
EIN: 13-2574854
Broker: Vanguard Investment
DTC#: 0062
For the benefit of: Global Refuge Brokerage Account
Account: 67145743
Investment Counselor: Dee Nguyen, CFA

Senior Investment Consultant
610-503-8847
dee_nguyen@vanguard.com

The stock's value will be determined at rate of the business day it is received. According to Global Refuge policy, the stock will be liquidated as quickly as possible.

Stock & Securities Information

Name of Security

Approximate Value

Security Symbol

Number of Shares

Transfer Date

Gift Acknowledgment & Tax Receipt

To receive a prompt receipt for your tax purposes, please complete the form below. If the information below is not provided, we will be unable to send you a tax receipt.

First Name

Last Name

Street

City

State

Zip

Phone

I would like my gift to remain anonymous

Broker Information

Broker Name

Broker Email

Broker Phone

Created Date

Contact Information