There are several ways to transfer securities to Haggai Institute:

• You can use electronic transfer.
• You can mail stock certificates.
• You can make a hand delivery.

Your gift will be recorded on the day of receipt by (or transfer to) Haggai Institute. The value of your gift is based on the closing price of the security on the date the stock is received by H.I..

For information regarding the valuation of stocks and bonds or gift crediting, please contact Tom Conway using the information in the first paragraph.

TRANSFERRING SECURITIES HELD FOR YOU AT YOUR BROKER'S

The most popular and efficient way to transfer securities to Haggai Institute is by electronic transfer. The transfer is free. To make an electronic transfer of securities, please follow these steps:

• If your stock is held at a broker, notify your broker in writing that you authorize a gift of securities to Haggai Institute. State clearly (1) the name of the stock that you wish to transfer, (2) the number of shares.

  YOUR BROKER CAN TRANSFER SECURITIES USING THE FOLLOWING INFORMATION:

  You will need the following information:

  • DTC#0725
  • Raymond James Financial Services
  • F.B.O. Haggai Institute
  • Account # 12224516
  • (For any questions or clarification. contact: shannon.morris@raymondjames.com)
  • Phone: 1-888-352-2199x221 or 770-352-2199x221 Fax: 770-352-0688

• Once you have authorized the transfer, ask your broker to contact the H.I. accounting department at 1-800-642-4424.
  
• Download our Fast Form For Giving Stocks/Securities using the link below. [http://www.haggai-institute.com/
  downloads/egiving/FASTFORM(stocks).rtf]
  
• Complete the Fast Form. You can do this by printing the blank form first, or by filling it in on screen using your word processing program and then printing.
  
• Mail the Fast Form to Tom Conway at Haggai Institute, P.O. Box 13, Atlanta, GA 30370-2802, USA. Alternatively, you can fax it to 770 449-8457- Attn: Tom Conway

If your securities are not held at a broker, you can either mail or hand deliver the certificates directly to Haggai Institute.

To mail stock certificates, please complete the following steps:

1. Download our Fast Form For Giving Stocks/Securities.
   
2. Complete the Fast Form. You can do this by printing the blank form first, or by filling it in on screen first and then printing it.
   
3. Put the Fast Form in an envelope with your UNENDORSED certificate(s), and send the envelope by REGISTERED MAIL to Tom Conway at Haggai Institute, P.O. Box 13, Atlanta, GA 30370-2802, USA.
   
4. Now obtain a signed, signature-guaranteed Stock Power. A Stock Power form can be obtained at your local bank, or by emailing Pat at frankp@haggai-institute.com or by calling him (See paragraph 1).
   
5. Put the Stock Power in a second, separate envelope, and send it by REGISTERED MAIL to Tom Conway, at Haggai Institute, P.O. Box 13, Atlanta, GA 30370-2802, USA.

An important note: Please DO NOT mail endorsed certificates. Once the certificate is endorsed, it is legal tender and can be exchanged by anyone.

Also, we recommend that you do not send certificates to a transfer agent for registering in Haggai Institute’s name. This procedure is unnecessary and needlessly delays the transfer.

Your gift will be recorded on the day of receipt by (or transfer to) Haggai Institute. The value of the gift is based on the closing price of the security on that date.

TAX

For tax purposes, the date of your gift is the date the securities are received at Haggai Institute – not the date you instruct your broker to make the transfer. In order to make a tax deductible contribution before the end of a given financial year, we advise you to give your broker ample time to complete the transfer. For additional information, please consult IRS Publication 526 at the IRS website.