Please leave the back of the certificate blank and don't endorse it. Separately, in a second envelope via regular first-class mail, send us one stock power for each stock certificate. You may download a stock power form , ask us to send you some by filling out our response form , or obtain stock powers from your bank or broker. Be sure to sign the power exactly as you're listed on the face of the certificate. You will need to sign each form and fill in the description of the stock.
Mutual funds make excellent gifts and offer the same tax benefits as gifts of stocks or bonds.
If your mutual funds are held by your broker or banker, or are in certificate form , please use the procedure for stocks or bonds explained above. Your letter should be signatured guaranteed by your broker or banker. Enclose a copy of your latest statement if possible. Please send a copy of your authorization to Ellen Wong to notify us of your gift.