| Gifts of Securities  Please review the following information on how to transfer
securities to Colorado School of Mines.
If you hold the certificate.
By first-class mail, send your stock certificate, without any endorsement, assignment, or
other notation, to:
Colorado School of Mines
Foundation, Inc.
P.O. Box 4005
Golden, CO 80401
Enclose a note stating the particular designation, if any, of your gift.
In a separate envelope, send a signed stock power for each certificate.
Stock powers may be obtained at any commercial bank or broker's office.
Each should be signed exactly as your name appears on the stock certificates.
 Stock and Bond Power
Form in Microsoft Word format.
Please sign the stock powers only and do not fill in the descriptive blanks.
Your certificate will not be negotiable until it is joined with a signed stock power.
If your securities are held by
a brokerage firm.
If your securities are being held by a
brokerage firm, they may be electronically transferred to the CSM Foundation via the
"DTC" system, by sending your broker a letter in the following format:
Sample broker letter for U.S. donors.
Sample broker letter for Canadian donors.
Sample broker letter for bonds.
A copy of this letter, together with a note indicating the purpose of your gift, should be
sent to the Office of Institutional Advancement.
Your note enables us to identify you as the source of the gift.
If you prefer, your banker or broker may call the Foundation at (303) 273-3143 to make
arrangements for the transfer.
Other information.
Do not instruct your broker to sell
appreciated securities from your account and forward the proceeds to the Foundation. Such
a transaction would make you liable for capital gains tax on the sale.
In order to receive a charitable deduction for the full market value of your donated
securities, you must have owned them for more than one year.
If you hold depreciated securities, it is to your advantage to sell them from your account
in order to establish a tax loss, and then make your contribution in cash.
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