How to make a gift of
Appreciated Securities to
The Rise School of Houston

• To send stock, corporate bonds and other marketable securities deliver to
  • Morgan Stanley Smith Barney LLC DTC# 0015
  • For credit to: Greater Houston Community Foundation A/C # 283-895289-312
  • For further credit to: Brenda and John H. Duncan Rise School of Houston Fund (rise01designated)
• Prior to receipt by Morgan Stanley Smith Barney LLC, please send the school a letter of transmittal that will confirm your gift. (Please see sample letter below.) Please state in the letter the name of the appreciated securities and the number of shares to be transferred. Please scan and email this letter to Kem Kennemer in the business office at kekennemer@riseschool.org.
• The date that the stock is received in the school's DTC account is the date of the gift.
• The value of the stock is determined by taking the average of the high and the low on the date of receipt into the account.
• The securities will be sold no later than the next business day following date of receipt.
• If you should have any questions about this transaction, please call Kem Kennemer at 713-532-7473.

Thank you for your gift to Rise!

Please scan and email this letter to Kem Kennemer at kekennemer@riseschool.org.. This will help us ensure timely disposition of your gift.

Thank you!