Upstate Forever: Support Us!

Gifts of Stock

Thank you for your support of Upstate Forever. You may give stock in any of the following three ways. Please notify us of pending transfers.

1.	If the stock is held in a brokerage account, you may transfer stock from your broker to our broker, Charles Schwab & Co., Inc., through the Depository Trust Company (DTC). This is the easiest method for transferring stock. The transfer should be made to: DTC Clearing #0164 for credit to: A/C 54184300 in the name of Upstate Forever.
2.	If you have a stock certificate in your name and wish to donate it, please send the following documents to our financial advisor PlanFIRST at the address below: the stock certificate a signed Charles Schwab Stock Power (provided by PlanFIRST) a signed and notarized Third Party Release Form (provided by PlanFIRST) Please send the stock certificate alone via registered mail. For security purposes the signed stock power and security third party release should be sent in a separate envelope. PlanFIRST FBO Upstate Forever 9 Halton Green Way Greenville SC 29607
3.	If you have already registered the stock in the name of Upstate Forever, the certificate should be sent to our financial advisor, PlanFIRST, at the above address. They may be contacted via phone at (864) 233-7405 or 1-800-588-7526.
	To receive credit for a gift, please let us know how many shares of which security are being sent. Thank you!
	Contact person for gifts of stock: Peg O'Donoghue (864) 250-0500 x32

Upstate Forever promotes sensible growth and the protection of
special places in the Upstate region of South Carolina.